Configure the message template and specification report for the bank account numbers

You can link a message template for the payment specification in the properties of the bank account, if you issue the specification by e-mail. This message template is the e-mail message, if desired personalised with tags, that you send together with the payment specification as a PDF in the attachment. You can also set up a specific sender in the message template.

To configure the payment specification message template and report for a bank account:

For your own bank account, select the desired specification report and message template.

Go to: General / Configuration / Payment settings / Bank account.
Open the properties of the bank account.
Go to the tab: Domestic payment.
Select the desired specification report in Report specifications.
Select the message template for the payment specification. This message template is the e-mail message, if desired personalised with tags, that you send together with the payment specification as a PDF in the attachment.
The text of the message template is incorporated into the e-mail message and the payment specification is attached as a PDF file. First add the message template if you have not already done so.
Go to the tab: SEPA payment.
Select the desired specification report in Report specifications.
Select the message template for the payment specification. This message template is the e-mail message, if desired personalised with tags, that you send together with the payment specification as a PDF in the attachment.
The text of the message template is incorporated into the e-mail message and the payment specification is attached as a PDF file. First add the message template if you have not already done so.
Click on: OK.