Creating Dunning Letter Email Templates

Note:

Creating templates requires knowledge of XML and FreeMarker.

If you are logged in with the Administrator role, you can create email template records at Documents > Templates > Email Templates > New.

Non-administrators can create dunning email template records by going to Documents > File Cabinet > Email Templates.

You can create dunning letter email templates in the following ways:

Enter content directly on the Template subtab of email template record.
Use a word processing application or a text editor to create your template file, and upload it to the email template record.
Use FreeMarker code to create scriptable templates.
Copy the content of the sample templates provided by the Dunning Letters SuiteApp and paste it to a new email template.

Note:
Consolidated files of the three sample dunning XML templates are available in the following file cabinet folder: SuiteBundles > Bundle 392827 > Templates > Consolidated.

Download the consolidated XML file from the file cabinet, and use a text editor to open the file and copy the content.
Go to Documents > Templates > Email Templates > New.
In the Name field, enter a name for the template.
In the Description field, enter text that describes the template.
In the Record Type field, select Custom Record
On the Template subtab, in the Create Template from field, choose Text Editor.
Click the Source icon .
In the text area, paste the content from the downloaded file.
Edit the content as needed. You can return to the standard editing mode any time by clicking the Source icon again.
Click Save. This email template is now available for selection when you create or edit a dunning template record.

For more information about creating email templates, read the following topics:

After creating email template records you can add them to a dunning template record. See Creating Dunning Template Records.