Forum Discussion

LaniOUP's avatar
LaniOUP
Experienced Cover User
5 years ago

Remittance Advice - Template

Hi there I have customised a remittance advice, and saved with a specific name.  However when I go to print/email remittance advices, there is no option to select a template.  It simply prints the b...
  • Steven_M's avatar
    Steven_M
    5 years ago

    Hi LaniOUP 

     

    When you customise a remittance advice you can select the type of payment/transaction you are wanting to customise that remittance advice for i.e. Pay Bills, Spend Money or Credit Refunds. For the selection of your customise form when using the Print/Email Remittance Advice window you want to ensure that you have that Payment Type selected in order to select your customise form. For example, if you have customsied a Spend Money based remittance advice customised form you want to select Payment Type: Spend Money to select that customise form.

     

    In your case, I would recommend reviewing the type of remittance advice customise form you have customised and ensure you have selected that option as the Payment Type in the Print/Email Remittance Advice window.

     

    Do let us know how you get on and if you require further assistance.

Steven_M's avatar
Steven_M
Former Staff
5 years ago

Hi LaniOUP 

 

When you customise a remittance advice you can select the type of payment/transaction you are wanting to customise that remittance advice for i.e. Pay Bills, Spend Money or Credit Refunds. For the selection of your customise form when using the Print/Email Remittance Advice window you want to ensure that you have that Payment Type selected in order to select your customise form. For example, if you have customsied a Spend Money based remittance advice customised form you want to select Payment Type: Spend Money to select that customise form.

 

In your case, I would recommend reviewing the type of remittance advice customise form you have customised and ensure you have selected that option as the Payment Type in the Print/Email Remittance Advice window.

 

Do let us know how you get on and if you require further assistance.

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