Sending the down payment email from a payment or invoice : Equity & Help Inc

Sending the down payment email from a payment or invoice Print

Created by: Spencer Waters

Modified on: Wed, 22 Sep, 2021 at 4:06 PM

Navigate to the Loan that includes the invoice where the email will be sent from.
Click on "Action" and then "Send Mail (down Payment Receipt)
The Down payment email template will show up in a pop-up.
This email tempalte was made specifically for this email to be sent.
DO NOT DELETE this section. This text is what is used to FILL IN the name from the family into the email when it is sent.
This section here was created like this intentioanlly. This is because this information may not be available to us in the Matrix when this email is being sent.
DO NOT DELETE this section either. This text is also being used to pull information from the Matrix's database to fill in to the email when it is sent.

Spencer is the author of this solution article.

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Sending the down payment email from a payment or invoice Print