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NSC | Setting Customized EFT Email Notification Template as Default

edited May 8, 2024 7:31PM in SuiteCloud / Customization

Here is how we can customize PDF for the Email Notification. This can be done by uploading a Customized XML on the File Cabinet.

1. Navigate to Payment > Setup > Electronic Payments Preference

2. Take note of the Email Template for Vendor Payments

3. Navigate to Documents > File > File Cabinet

4. On the Search bar on the upper left corner, paste/search the Standard Customer Payment.xml

5. Click on Edit

6. On the File page, click Edit on the Media Item

7. Copy the whole code

8. Paste on Notepad

9. Edit the code and add your desired fields

10. Save on your computer and please do note that the file must be .xml

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