How to customize CSS payment confirmation email

User wants to update subject line of confirmation email citizens receive after making a payment through CSS

• Munis

• Citizen Self Service

• versions 2019 and higher

N/A

Users can create a custom confirmation email using the following steps

1. Tyler Menu > General Revenues or Property Revenues > Accounts Receivable > Setup > Accounts Receivable Settings

2. Custom Emails in the ribbon at the top of the screen

3. Search and then Accept - this will show you all available email templates
   

   1. There will be two that indicate that they are the default confirmation email and these cannot be changed

   2. To proceed to adding a new template select any available and Accept

   3. To update existing template select it from this list and Accept

4. To create a new template Add

   1. Populate Active Form name and description

   2. Form Type: Successful Payment or Failed Payment

5. For subject line and Email body enter the information you would like to be included in the email to the citizen making the payment. These fields can be configured to include information specific to the payment made. Example: Using [*TOTALPAID*] will display the amount paid in the email subject or body depending on where the tag is placed.

   1. To get a list of available tags use Show/Hide Tags

6. To see what the confirmation email will display at any point users can use Preview Page

7. Once complete Accept

8. To update existing template after selecting it in Step 3 click Update

   1. Update desired information using process in Step 5

   2. Accept after changes are made

9. To use new or updated template use Back to return to Accounts Receivable Settings

10. Other Options

    1. In Web Payments area of this tab users will see the existing templates that are being used to change to a new or updated template use Update

       1. Use ellipses to get list of available successful or declined payments and select template to be used and Accept

       2. Accept again to save changes