How to create email template for credit notes?

  • 12 June 2024
  • 2 replies

Userlevel 1

I wanted to create an email template for credit notes. I already created an email template for sales invoice as well. when creating both email templates, I selected the screen ID as AR.30.10.PL. When I try to email credit note, email template is as same as the template I created for sales invoices. What can I do for this.

2 replies

Userlevel 7
Badge +12

Hi @MWijesuriya43 

You can plan the email configuration based on the type of the document in the report designer and hardcode the email template.

Refer below one


Userlevel 1

@Manikanta Dhulipudi Thanks. I’ll check


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved