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.
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Where does email invoice in sales order come from?
Best answer by nickcerri32
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.
+6
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.
+6
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.
Please see below Help article regarding Mailings for Customer:
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