EFT Remittance Email Template Tutorial

Note: Don't see this yet? The new Communications page and EFT remittance emails are in Limited Availability (LA) and releasing in waves, so they may not be available to your organization yet. As part of this release, Receipts are also moving from Settings, Treasury to Communications. During LA, we'll review and implement participant feedback to prepare for general availability.

When an electronic funds transfer (EFT) payment completes, a remittance email automatically sends to the vendor with the payment details. Customize the EFT remittance template to control the branding, message, and invoice details vendors receive.

In this tutorial, you'll learn how to:

  • Confirm users have the permissions to customize the template.

  • Start with the default EFT remittance template.

  • Design the email with your logo and required merge fields.

  • Enter the required email details.

  • Review the email record after a remittance email sends.

Permissions

Security, Role management

Your organization uses one template for all EFT remittance emails. To customize the template, you need permissions for EFT. Before you begin, ask a solution admin to confirm your permissions.

  1. From Security, select Role management.

  2. Open the role assigned to users who customize the template.

  3. Confirm the role has view and edit permissions for EFTs in the Shared components role.

Customize the Default Template

Treasury, Communications

The default template is used for remittance emails until you create a custom template. Changes to the template apply to subsequent EFT remittance emails.

From Communications, under EFT remittance template, select Create custom template.

Tip: If you already created a custom template, select Edit custom template instead. To start over, select Reset to default.

The Email designer opens with two tabs: Design content and Email details.

Design the Email

Treasury, Communications, Email designer, Design content

Under Design content, use Email builder to add content, change the layout, and style the email. To edit existing content, hover over it and select Edit.

Add Your Logo

  1. In Email builder, under Content, drag Image to where you want the logo.

  2. Add the image:

    • To use an image from your computer, select Upload image, then drag a file, browse for a file, or enter a link.

    • To use your organization's branding image, select Choose from branding, then select the checkbox for Logo or Logo icon.

  3. Select Apply.

  4. Enter required Alternative text for the logo, then select Apply again.

Tip: Branding images come from your organization's branding settings. If you update an image there, existing email designs update too.

Add Merge Fields

Merge fields add vendor and payment information to each email. To add a merge field, edit a text section, select Merge, then select the field.

Warning: The email must include Payment details and Remittance PDF link. The default template includes both. If you remove either, add it before you apply your changes.

  • 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.

  • 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.

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

  • Other merge fields, such as Vendor name, Organization name, Contact email address, and Payment date, are optional.

Enter Email Details

Treasury, Communications, Email designer, Email details

Email details control who the email appears to be from and what recipients see.

  1. Select Email details.

  2. Enter the required From name, From email, and Subject line.

    Warning: To avoid email failures, make sure your organization admin has configured a domain to send email from your Blackbaud solutions. For more details, see Email Domain Authentication.

  3. Select Apply.

Review the Email Record

Treasury, Communications, EFT remittance emails

After an EFT payment completes, review the remittance email record to confirm its delivery status and payment details.

  1. From Communications, under EFT remittance emails, select the email ID.

  2. Review the email and payment details. For a failed delivery, review the bounce information.

Tip: Emails that fail or partially deliver also appear under Needs attention on Communications.