How do I create message templates in payables app?

Modified on Fri, 7 Feb at 5:43 PM

Login and access the Supplier Payments app from the universal menu.
Click on the More(...) icon and selects the Settings.

Supplier Payments

In the Settings page, click on the Emails and selects the Email Templates.
From the Email Templates, click on the Create button.

Settings

The Create Template page will get open.
Add the Template Name and the Subject line for the Email.
You can add the Attributes of the Supplier payments app in the Subject by using the Insert Attributes.

Create Template

Available for Compose Email - Enable the Toggle to make this template available for the Compose Email.
Available for Notes - Enable the Toggle to make this Template available for the Notes Creation.

Toggles

Then, add the message of the Email in the Body section.
You can also add the Attributes of the Supplier payments app in the Message body of the email by using the Insert Attributes.

Email Body

Then, click on the Create button.

Create

You can view the Created Template on the List.

List

Now, go to the Supplier Payments home page and select the payments from the list.
Click on the More Details.

Home Page

From the Payments Overview page, click on the Emails tab.
Click on the Compose.

Emails Tab

The Compose window will appear..
Click on the Templates Options, you can view the Created Templates on the list.

Compose

By Selecting the templates, you can view the added message with the selected Payments Details.
Then, click on the Send.

Update Template