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Access Profile | Tabs3 Billing tab | Statements/Statement Setup | Edit Email Templates
Access Profile | Tabs3 Billing tab | Statements/Statement Setup | Browse Email Templates
 

R11818 - Access Rights

Exclusivity

 

Platinum

Multi-Access Function

 

Non-Platinum

Multi-Access Function

The Email Templates window is used to define the content of the email message when PDF statements are sent to Bill To contacts. The same email template can be used for multiple Bill To contacts. Changes made to an email template affect all records that use the updated template. There is no limit to the number of email templates that can be defined.

The fields below can be defined for each email template, allowing you to standardize statement emails to provide an efficient and professional way to bill your clients.

Template ID

Description

Use as default Email Template for new Bill To records

Include AP Invoice Attachments

Email Identification

From Name

From Address

Reply To Address

Additional Recipients

Cc Recipients

Bcc Recipients

Email Message

Available Fields

Add button

Subject

Body

 

See also:   Email Templates Overview
  Email Template Toolbar
  Adding, Changing, Copying, or Deleting an Email Template
  Renaming an Email Template
  Creating an Email Template Based on an Existing Template
  Assigning an Email Template to a Bill To Contact
  Printing an Email Template List