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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 

@DivyaSubramanian yes in theory this should be possible.

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

@DivyaSubramanian  glad I could help. Pls don’t forget to mark the answer as solution to your question. It would be helpful in case other people will search for this scenario in the future.

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