Completed Investment Receipt

As part of the Completed Investment Receipt refer to the following:

• Setup Completed Investment Receipt Template (setup the document template)
• Setup Completed Investment Notification Message (setup the email template)
• Add Permissions
• Investor Setup
• Investment Receipt

Setup Completed Investment Receipt Template

• To setup the template refer to Setting up templates on a product
• Template name: Completed Investment Receipt Template

Setup Completed Investment Notification Message

• To setup the notification message refer to Editing notification messages
• Notification Messages name: Completed Investment For New Client
• The option is available for both Email -> Client and Email -> Adviser
• The [attachment:receipt] is listed on the “Available file attachments” that will be attached to the email

Add Permissions

• To be able to view the Investment Receipt the permission Receipt is required (Instructions -> Receipt)
• Refer to Setting Permissions on a user
• Refer to Global and Group Permissions

Investor Setup

• To enable email to be sent to an investor the following needs to be set: General communication preference and Send correspondence to
• Refer to Sending transaction notifications for more details

Investment Receipt

• • On the completion of an investment the Receipt will be sent to the Client and or Adviser
  • To view the Receipt navigate to the Active Instructions -> View Details

• • Select the date of the specific Instructions from the list of All Instructions

• • From the More Actions select Receipt

Last Updated on 1 year ago by Tinus Burger