Email has been added to the right click options for Credit Memos. Notification Template setup is recommended but not required to use this feature.
- If no template is created, the Credit Memo will be attached to the email with a basic subject and the user who sent the memo will display as the 'Sent From'.
- If a template is created, subject and body content is populated with what was created in the template and 'Sent From' will populate with the Division's email. If an email does not exist it will use the sender's email address.
- Templates are created in Setup > System > Notification Template - select 'Credit Memo' from Type drop down
Pathway: Accounts > Account (Customer Service Screen) > AR History