Create Your Cab Bill Format for Personnel Effortlessly

Cab bill format for Personnel

[Music] hi and welcome to the online Express bill pay video this video focuses solely on the acknowledgements tab of the bill pay form setup and today I'm going to show you how to create a customized acknowledgement email and Confirmation screen for payers after payments are submitted so on the acknowledgements tab you can think of this as a two-part process you're going to edit the email message that payers receive as confirmation of their payment and then you're going to edit the confirmation screen payers receive in N classroom after they submit their payment so let's start with the email message and to edit the email message under edit the email message to send to acknowledge payments let's select click to edit email and you'll notice that the Box changes to an editable email message you're going to enter the subject from address and from name for the email and then you can edit the default text in the body of the email use the toolbar options to format the body of the email as necessary for example you can highlight text change fonts and create bulleted lists also on the insert tab you can use the merge Fields options to include payment and student fields for example the default message includes the payer first name student first name payment fields and more and I'll show you what that looks like this is the merge Fields form to design your email message in the format you need you can move add and remove merge Fields however we do not recommend you use two student Fields together instead insert one of four options because parents with more than one student will receive an email message with their student names formatted incorrectly for example because of the serial way the merged information is inserted into the email messages the parent of Sarah and Todd Johnson would receive a message with Sarah Todd Johnson Johnson if you want the full student name inserted insert the student first name last name or student nickname last name merge fields to insert a merge field you can click and drag the merge field to the body of the email message and you can drag and drop these merge fields to any location you need also I recommend you toggle back and forth between the formatting and insert tab of the toolbar to help design your message so let me give you an example of that now I want to add a field to the payment information so I'll add an extra bullet and let's pull down the card holder information and if I were to type card holder just to show you how these fields can move around and you can set this message up however you'd like once you set up your acknowledgement email confirmation then you're going to clict the default message for the confirmation screen that payers see in that classroom so let me close this merge Fields form and we're going to scroll down to the conf and just like before you have toolbar options you can use to format the message however you will notice that you do not have the subject and from Fields when you complete the design of your confirmation screen and you're satisfied with both of your acknowledgements you can click the process preview Tab and review the selections and formatting you chose for the bill pay form setup this completes our tour of the acknowledgements tab thank you for watching [Music]