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Question

Where does email invoice in sales order come from?

  • December 17, 2025
  • 3 replies
  • 19 views

If i am in the sales orders invoices screen, SO303000, and i select email invoice. Where is that template coming from? My goal is to alter this and add another report to the email.

 

 

3 replies

nickcerri32
Varsity I
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  • Varsity I
  • December 17, 2025

@MacSims That gets sent based on the email mailing settings for the customer.

 


  • Author
  • Freshman I
  • December 17, 2025

@MacSims That gets sent based on the email mailing settings for the customer.

 

So if i wanted to alter whats happening when i click email invoice, I’ll have to make a new email template of what I want it to say and which reports are attached and change the template selected on mailing and printing.


nickcerri32
Varsity I
Forum|alt.badge.img+2
  • Varsity I
  • December 17, 2025

@MacSims That gets sent based on the email mailing settings for the customer.

 

So if i wanted to alter whats happening when i click email invoice, I’ll have to make a new email template of what I want it to say and which reports are attached and change the template selected on mailing and printing.

Yes.  You can do this more easily in the SO Preferences and/or Customer Class.  Both screens have a Mailing & Printing tab that you can configure email templates from.  Just make sure it’s associated with the Sales Order invoice.