Issues changing the remittance Form
I'm having issues where I have made changes to the Remittance Advice under Advance filters however it won't save the message that I added at the bottom of the remittance. Can someone please advise h...
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Hi
You need to made permanent changes in the form itself
Go to the setup tab find cutomise forms then select the remittance form you want to change and make the changes there
Hope this helps
Lisa
Thanks for you response, i can see the changes I made there. How do I make this the default form that is sent as a remittance each time? Many thanks
In the print /email remittances go into advanced filters
down the bottom it has selected form
select the correct form that you saved and select it from the drop down box
save
you need to do this for all payment types in print and email remittances
hope this solves your problem.
lisa