Receivables templates

Document management is used in Receivables to generate output documents.

Sign in as Receivables Administrator and select Receivables Setup.

This table shows the locations of templates to use when setting up IDM templates:

utput document Sample document template location Upload IDM template location Set up IDM template location
Advanced Dunning Letter Customer Document Setup > Sample Customer Document Templates > Advanced Dunning Letter Customer Document Setup > IDM Templates > Advanced Dunning Letter Receivables Companies > Main > Document Templates
Basic Dunning Letter Customer Document Setup > Sample Customer Document Templates > Basic Dunning Letter Customer Document Setup > IDM Templates > Basic Dunning Letter Receivables Companies > Main > Document Templates
EFT Notification Print Customer Document Setup > Sample Customer Document Templates > EFT Notification Print Customer Document Setup > IDM Templates > EFT Notification Print Customer Group > Options
Payment Request Notice Customer Document Setup > Sample Customer Document Templates > Payment Request Notice Customer Document Setup > IDM Templates > Payment Request Notice Receivables Companies > Document Templates
Receivable Invoice Customer Document Setup > Sample Customer Document Templates > Receivable Invoice Customer Document Setup > IDM Templates > Receivable Invoice Receivables Companies > Document Templates
Receivables Statement Customer Document Setup > Sample Customer Document Templates > Receivables Statement Customer Document Setup > IDM Templates > Receivables Statement Receivables Companies > Main > Document Templates