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Question

How to edit and preview email for Invoices?

  • May 28, 2024 3:23 AM UTC
  • 8 replies
  • 222 views
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Freshman I
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As the topic says, I am trying to have a preview before emailing the invoices to customers. I would also like to add a link for our customers to access to.

 

I would like to know how can I add the function for preview as well a link to the email that is send out.

 

Thanks in advance

8 replies

Manikanta Dhulipudi
Captain II
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Hi @ajeeva 

You can preview the email when you click” Print Invoice”.

 

Print Invoice action will open the below screen, Now the user has to click “ Send” and select the email template which you can preview the email Body,

 

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Acumatica Functional Consultant & Customer Experience Supervisor
Freshman I
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  • ajeeva
  • Author
  • May 28, 2024 6:39 AM UTC

@Manikanta Dhulipudi Thanks for your response. 

When I click on “Print Invoice, it does not open the preview and sends the email automatically in the backend. 

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Manikanta Dhulipudi
Captain II
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Hi @ajeeva 

Do you have any customization, In standard Environment you will get below option

 

 

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Acumatica Functional Consultant & Customer Experience Supervisor
    Freshman I
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    • ajeeva
    • Author
    • May 29, 2024 12:23 AM UTC

    @Manikanta Dhulipudi Thanks I do not have any customization, it is pretty standard to not sure why is this not giving me a review pop up: 

     

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    Chris Hackett
    Community Manager
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    • Chris Hackett
    • Acumatica Community Manager
    • Jul 3, 2024 8:49 PM UTC

    Hi @ajeeva were you able to find a solution? Thank you!

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    Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
    Freshman I
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    • ajeeva
    • Author
    • Jul 4, 2024 3:53 AM UTC

    @Chris Hackett Thanks for checking in...unfortunately not yet.

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    nhatnghetinh
    Captain II
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    Hi @ajeeva 

    On the Invoice screen> Click Print

     

    Then click SEND

     

     

     

     

    Best Regards,

    NNT

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    I have devoted a great deal of my time and passion to Acumatica ! 🌐https://www.linkedin.com/in/phambaotruong
      Freshman I
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      • ajeeva
      • Author
      • Jul 4, 2024 4:24 AM UTC

      @nhatnghetinh Thanks but when I click on send, it does not give me a preview of the email template instead the email is sent to the client. 

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