Find, edit, or delete existing Pay/Bill email templates from the Maintenance menu to ensure your organization’s notifications remain up to date.
Find a Pay/Bill Email Template
Go to Maintenance, then click Pay/Bill Email Template under the Global section.
Select or enter your search criteria as required.
Click Search.
The templates matching your search criteria are displayed on the screen.
📌 Note: The Type options displayed vary depending on the Country selected.
Edit an Existing Pay/Bill Email Template
Go to Maintenance, then click Pay/Bill Email Template.
Select or enter your search criteria, then click Search.
Click the View icon next to the template you want to edit.
Make the necessary changes, then click Save.
Delete an Existing Pay/Bill Email Template
Go to Maintenance, then click Pay/Bill Email Template.
Select or enter your search criteria, then click Search.
Click Delete next to the record you want to remove.
Click Delete again to confirm.
The selected template is permanently deleted.
💡 Best Practices
Review templates regularly to ensure they reflect current business rules.
Retain a backup copy of important templates before deletion.
Limit editing rights to authorized users to prevent accidental changes.
🤔 FAQs
Q1: What happens when I delete a template?
Answer: The template is permanently removed and cannot be recovered. Create a new one if needed.
Q2: Can I duplicate an existing template?
Answer: No direct copy option exists. However, you can open an existing template, note its settings, and create a new one with similar details.