The Settings > Templates > Transaction notification menu enables you to create templates of transaction notifications by type of remittance (transfers or direct debits) and by company. You can then send them to your third parties once your remittance has been downloaded.

Prerequisite: You must have the Create, modify and delete right on companies in the Users and rights > User administration > Users menu.

Creating a transaction notification

1. Select Settings > Templates > Transaction notification.
2. Click on + Create transaction. The Add new transaction notification screen is displayed.
3. Enter the fields.
   Note: To display the company logo, you need to add it to the company settings.
4. Check the transaction notification that will be sent. To do so, select the letter or email format in the drop-down list, then click on Preview as.
5. Click on Save.

Displaying a transaction notification

1. Select Settings > Templates > Transaction notification.
2. Define your search criteria and click on Display. The transaction notifications corresponding to your search are displayed in a table.

Editing a transaction notification

1. Select Settings > Templates > Transaction notification.
2. Define your search criteria and click on Display. The transaction notifications corresponding to your search are displayed in a table.
3. Click on the line of the transaction notification to be edited.
4. Edit the desired data, then click on Save.