Receivables templates

Use IDM Templates in Receivables to generate output documents.

Select Receivables > 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 tab
Basic Dunning Letter Documents > Sample Templates Documents > IDM Templates > Basic Dunning Letter Groups And Companies > Receivable Companies > Document Templates tab
EFT Notification Print Documents > Sample Templates Documents > IDM Templates > EFT Notification Print Customer Group:

Groups And Companies > Customer Group > Options tab

Receivables Company (If Electronic Fund Transfer is enabled):

Groups And Companies > Receivable Companies > Document Templates tab
Payment Receipt Documents > Sample Templates Documents > IDM Templates > Payment Receipt Groups And Companies > Receivable Companies > Document Templates tab
Payment Request Notice Documents > Sample Templates Documents > IDM Templates > Payment Request Notice Groups And Companies > Receivable Companies > Document Templates tab
Receivable Invoice Documents > Sample Templates Documents > IDM Templates > Receivable Invoice Process level:

Groups And Companies > Receivable Process Levels > Document Templates tab

Company level:

Groups And Companies > Receivable Companies > Document Templates tab
Receivable Invoice Expanded Documents > Sample Templates Documents > IDM Templates > Receivable Invoice Expanded Process level:

Groups And Companies > Receivable Process Levels > Document Templates tab

Company level:

Groups And Companies > Receivable Companies > Document Templates tab
Receivables Statement Documents > Sample Templates Documents > IDM Templates > Receivables Statement Process level:

Groups And Companies > Receivable Process Levels > Document Templates tab

Company level:

Groups And Companies > Receivable Companies > Document Templates tab