Creating emails

To add emails to a customer group, the customer group must be set up in Billing and Receivables Portal.

  1. Select Financials > Receivables > Setup > Customer Group.
  2. Open a customer group.
  3. Click Portal Emails.
  4. In the Internal Email Addresses section, specify this information:
    Send Access Request Email Messages To:
    Specify an internal email address to which Billing and Receivables Portal access requests will be sent.
    Send Email Messages From:
    Specify an internal email address from which Billing and Receivables Portal related notifications will be sent.
  5. In the Customer Access Request section, specify this information:
    Send Email To Customers Who Did Not Initiate Portal Access Themselves
    Select this check box to send customer access request emails to customers who did not initiate portal access themselves.
    Access Request Email Subject
    Specify a subject for customer access request emails.
    Access Request Email Content
    Specify the content for customer access request emails.
  6. In the Customer Validation Confirmation section, specify this information:
    New Validation Email Subject
    Specify a subject for new customer validation confirmation emails.
    New Validation Email Content
    Specify the content for new customer validation confirmation emails.
  7. In the Notify New Primary Contact section, specify this information:
    Send Email
    Select this check box to notify a customer when they are the new primary contact for their company.
    Email Subject
    Specify a subject for new primary contact notification emails.
    Email Content
    Specify the content for new primary contact notification emails.
  8. In the Notify Old Primary Contact section, specify this information:
    Send Email
    Select this check box to notify a customer when they are no longer the primary contact for their company.
    Email Subject
    Specify a subject for old primary contact notification emails.
    Email Content
    Specify the content for old primary contact notification emails.
  9. In the Forgot User Name section, specify this information:
    Forgot Username Email Subject
    Specify a subject for forgotten user name emails.
    Forgot Username Email Content
    Specify the content for forgotten user name emails.
  10. In the Password Reset section, specify this information:
    Password Reset Email Subject
    Specify a subject for password reset emails.
    Password Reset Email Content
    Specify the content for password reset emails.
  11. Click Save.