Receivables templates

Use IDM Templates in Receivables to generate output documents.

Sign in as Receivables and select Administration.

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

Output document Sample document template location Upload IDM template location Set up IDM template location
Advanced Dunning Letter Documents > Sample Templates Documents > IDM Templates > Advanced Dunning Letter Groups And Companies > Receivable Companies > Document Templates
Basic Dunning Letter Documents > Sample Templates Documents > IDM Templates > Basic Dunning Letter Groups And Companies > Receivable Companies > Document Templates
EFT Notification Print Documents > Sample Templates Documents > IDM Templates > EFT Notification Print Customer Group:

Groups And Companies > Customer Group > Options

Receivables Company (If Electronic Fund Transfer is enabled):

Groups And Companies > Receivable Companies > Document Templates
Payment Receipt Documents > Sample Templates Documents > IDM Templates > Payment Receipt Groups And Companies > Receivable Companies > Document Templates
Payment Request Notice Documents > Sample Templates Documents > IDM Templates > Payment Request Notice Groups And Companies > Receivable Companies > Document Templates
Receivable Invoice Documents > Sample Templates Documents > IDM Templates > Receivable Invoice Groups And Companies > Receivable Companies > Document Templates
Receivable Invoice Expanded Documents > Sample Templates Documents > IDM Templates > Receivable Invoice Expanded Groups And Companies > Receivable Companies > Document Templates
Receivables Statement Documents > Sample Templates Documents > IDM Templates > Receivables Statement Groups And Companies > Receivable Companies > Document Templates