Ability to edit and save the EFT remittance email.

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.

  • Sarah A
  • May 11 2020
  • Attach files
  • Guest commented
    14 Feb 08:05pm

    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.

  • Guest commented
    31 Aug, 2021 02:37am
    1. give user an option to re-send later.

    2. allow user to create email templates and apply when sending

  • Guest commented
    19 May, 2021 08:35pm

    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

  • Sarah A commented
    9 Sep, 2020 01:24pm
    1. 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.”

    2. Include the invoice description

    3. Save the email in vendor file or have record of it in some other way.

  • Shannon Woleben commented
    4 Sep, 2020 04:02pm

    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.

  • barnett helzberg commented
    26 Aug, 2020 03:50pm

    Payment date & invoice description. For questions about this payment, please contact: hallie@my.org.

  • Admin
    Hallie Hurwitz commented
    26 Aug, 2020 03:36pm

    Thanks for the feedback, Sarah. What additional info would you like to include in the email?

  • Christy S commented
    14 May, 2020 04:49pm

    Yes, it would be helpful to be able to include the invoice description in the email remittance.