Design Content

The look and feel of the EFT remittance email sets the tone for your message and helps capture the recipient's attention. To customize, use the email designer in Treasury, Communications.

1. Under EFT remittance template, select Edit custom template.

2. Under Design content, review email builder details to format content types and layout.

3. To personalize the email with vendor and payment data, select Merge, and then select the merge field you want to include. Merge fields automatically add relevant information to each email, helping vendors quickly identify the payment and related invoices.

   • Branding

     • Contact email address: Adds the contact email address for payment questions.

     • Organization name: Adds your organization’s name from Organization name in Branding settings.

       Tip: To open these settings, go to Settings, Treasury, Email configuration. If you're an organization admin, you can also go to Admin, Settings, Branding.

     • Vendor name: Adds the vendor’s name to personalize the email.

   • Invoice

     • Payment date: Adds the date of the payment.

     • Payment details (Required): Adds the total paid and summarizes payment numbers, dates, and invoice counts. For five or fewer invoices, it includes the invoice, description, and amount paid. For more than five invoices, it directs the vendor to the PDF for details. For multiple payments, it shows each payment total and notes that each payment arrives as a separate deposit.

     • Remittance PDF link (Required): Adds a link to the remittance PDF, which includes the full payment breakdown.

4. When your email design is complete, select Apply.

   Next, complete the email details, such as who the email is from and the email address.