I have vendors who would like specific information given in the email notifying them of their EFT payment. It would be helpful for FE NXT to be able to edit the emails sent to the vendors. It also would be great for the EFT remittance emails to be saved in the vendor's file.
Vendor email should show total of multiple invoices. Other previous suggestions all important. These should be a priority with CCD format and no addendum records.
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give user an option to re-send later.
allow user to create email templates and apply when sending
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I am not able to include an email to send EFT notifications I always have to check a box ten enter the email every time I run EFT. Is there a way to save this emails to the venders. I know Database View let you save it
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Change the subject line of the email - it now reads “You have received a payment from ***.” The donors receive that before we’ve even had a chance to upload it to the bank and up to a week before the payment will hit their account. It would be much better to have a subject line something like “A payment from *** has been scheduled.”
Include the invoice description
Save the email in vendor file or have record of it in some other way.
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Although the auto email has our organization name in the subject line, we still receive many calls asking when we are going to issue payment when the payment and payment email has already been sent to them.
We would like our name or logo in the body of the email as well (the blackbaud name could be minimized). When we direct vendors to the payment email, they say that they did not have AR with blackbaud, so they delete the email notification or ignore it.
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Payment date & invoice description. For questions about this payment, please contact: hallie@my.org.
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Thanks for the feedback, Sarah. What additional info would you like to include in the email?
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Yes, it would be helpful to be able to include the invoice description in the email remittance.
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