Overview
This article will explain the process of setting up Email Notifications to ACH recipients.
Table of Contents
- Activation
- Email Preferences
- Email Body
- Transmission Methods
Activation
Email Preferences and Transmission Options
Enter a Display Name and a Reply-To email address.
Choose whether the emails should go out the moment the file is created (automatically), or if the emails should be stored in the software until you manually send them later.
The default Subject Line is prepopulated, however, you can change what this says on your emails.
The software will know if you are creating Debit transactions (collections) or Credit transactions (payments out) and will automatically use one Subject Line or the other.
Email Body (Templates)
You have the option of including a logo on your emails.
Advanced Settings
In the Advanced Settings, you will identify the email client to be used when sending emails.
Using Excel/CSV imports:
Need Help?
Still have questions? Contact Treasury Software Support or visit www.treasurysoftware.com for personalized assistance.
