Hello People,
When setting up customer payment reminders, is it possible to replace the standard templates with IFS’s customer statement of account?
Thanks
Divya
Hello People,
When setting up customer payment reminders, is it possible to replace the standard templates with IFS’s customer statement of account?
Thanks
Divya
You would need to:
→ add the desired layout in Reminder Layouts:
→ setup a new Reminder Template suing the new Reminder Layout you have created
→ assign the new Reminder Template to the desired customers:
I hope this helps.
Thanks Marcel for the explanation. Appreciate it.
Divya
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