Link a message template for reminders, account statements and payment specifications
You must still link a message template that you have added in order to e-mail reminders, account statements and payment specifications in Profit Financieel.
This message template is sent along as an e-mail message with the report in PDF format.
You link message templates for OutSite or InSite in the site properties. You link message templates for the order process to the purchase/sales contact profile.
To link a message template for reminders, account statements and payment specifications:
- First add the message template if you have not already done so.
- From here, follow the procedure in:
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