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Question

How to edit and preview email for Invoices?

  • 28 May 2024
  • 8 replies
  • 78 views

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
Rank
Userlevel 7
Badge +12

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,

 

Acumatica Functional Consultant /vrsn2709@gmail.com /
A

@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. 

Manikanta Dhulipudi
Rank
Userlevel 7
Badge +12

Hi @ajeeva 

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

 

 

Acumatica Functional Consultant /vrsn2709@gmail.com /
A

@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: 

 

Chris Hackett
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Userlevel 7
Badge

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

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*.
A

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

nhatnghetinh
Rank
Userlevel 7
Badge +5

Hi @ajeeva 

On the Invoice screen> Click Print

 

Then click SEND

 

 

 

 

Best Regards,

NNT

Hi Everyone. If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*
A

@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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