[Orion] How to customise email body for emailed statements?

Email body text can be customised to define new terms, new bank account details, promotions or other content that may help promote prompt payments.

  1. Make sure the Email address is filled in and “Email statement” box has been ticked from the customer maintenance screen:12
  2. Go to Accounts module → Maintenance → System Setup → Departments → Select “A1 – Assets & Liabilities” → Email tab
  3. Then you can add the message you want included in the email body of emailed statements:

               3

4


With these settings in place, in our example above, the email your customer receives would look something like this:

7

If you have any difficulty; email the SAM Support Centre: samsupport@sam.co.nz