Allow the EFT Remittance Emails to be more customized

Currently the Invoice number, amount, date. We would also need it to include the description as our internal invoice number listed is different than the vendors.

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  • Aug 23 2023
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Invoices
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  • Maria Losoya commented
    24 Apr 11:51pm

    We had a vendor inquire about the donotreply@Blackbaud.com email informing us they thought it was fraud because the email is so generic and we are not able to customize it.

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  • Taylor Gagne commented
    28 Mar 02:34pm

    Yes!! The 3rd party software from omatic allowed this in mail-o-matic. Need this same capability now that it has been deactivated for the native remittance emails

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  • Deanna Magnuson commented
    8 Jan 09:15pm

    Also list any credit memos that were applied to the invoices paid.

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  • Geoffrey Goodfellow commented
    10 Jan, 2024 03:52pm

    We also have vendors like our Electric Company that force us to add the meter number to our payments, and we have no way to add this extra information to the EFT Remittance Email. Having the ability to add other fields to the email would be very helpful.

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