Unapply Payment Email Templates
You need to create an unappply payment email template and apply it to the account or account location.
Creating an Unapply Payment Email Template
The templates you create will be added to the Conga Unapply Payment Email Templates folder.
You can add multiple templates for unapply payment and specify one for applicability at the Account or Account Location level. Precedence is given to the template added at the Account Location level.
Adding Email Template to an Account
- Click the App Launcher and search for and click Accounts. The Accounts page opens showing a list of accounts.
- Click the desired Account under the Account Name from the list.
- Click Details tab.
- Under Set Email Template, click the Pencil icon for Unapply Payment Email Template.
- Paste or enter the template name and click Save.
Adding Email Template to Account Locations
- Click the App Launcher and search for and click Account Locations. The Account Locations page opens showing a list of location names. Alternatively, open the Accounts page, click Related and then click Account Locations.
- Click the desired location under the Location Name from the list.
- Click Details tab.
- Click the Pencil icon for Unapply Payment Email Template.
- Paste or enter the template name and click Save.