This feature allows you to set a Payout Template for a particular Vendor or set one of the available Templates as a default for all Vendors.
To set a template for all Vendors, go to the Account > Settings > Vendor Payouts tab.
Select the Payout Template from the “Default PDF Template” drop-down list to set it as a default. Click the “Save” button to complete the action.
To manage the Payout Template for a particular Vendor, go to the Vendor Management > Vendors section.
To change the Template for the Vendor, click the name of the Template in the “PDF Template” column.
Select the Payout Template from the “New Template” drop-down list in the pop-up window and click the “Update” button to proceed.
Note: For existing Vendors that already have a default template setting, the template specified in the Account > Settings > Vendor Payouts section will not be applied. For new Vendors who are already synchronized in the system, the template from the Account > Settings > Vendor Payouts section will be set as the default.