Email Templates
You can maintain a list of different email templates for each business unit. These templates are available to users when processing invoices via the Send Email button in the action bar of the Coding activity, the Approval activity, the Exception activity, and the Line Pairing Exception activity.
This enables you to create a set of templates with relevant information for each business unit, and for users to select these templates when they need to send an email about an invoice.
You can use the following tags in the subject and email body. These tags match the corresponding invoice fields and must be within square brackets.
|
Tag |
Invoice field and description |
|---|---|
|
[InvoiceNumber] |
Invoice number |
|
[InvoiceDate] |
Invoice date in the DD/MM/YYYY format |
|
[VendorName] |
Name of the vendor |
|
[Total] |
Invoice total amount |
|
[DueDate] |
Invoice due date |
|
[DiscountDueDate] |
Discount due date |
You can maintain email templates by performing the following steps.