To delete an existing email template

  1. From the Statements menu, point to Statement Setup and then select Email Templates.
  2. Click the Template ID lookup button and select the desired email template.
  3. Click on the toolbar to delete the email template. You will be asked to confirm that you want to delete the email template.

Note: Email templates that are assigned to a Bill To record cannot be deleted. To determine if a template is assigned to a Bill To record for a client, print an Email Template List that includes the clients assigned to the template. You must change the email templates assigned to those clients before the template can be deleted. The Change Client Options program can be used to change the email templates for a group of clients.

Note: An email template that is configured as the default for new Bill To records cannot be deleted. In order to delete this email template, you must first designate a different email template as the default for new Bill To records.

See also:   Toolbar Buttons