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SO Invoice Notification Template not pulling correctly


Hi,

 

When I go into Receivables→ Processes-->Print Invoices and Memos and try to email a sales order invoice it’s not picking up the same e-mail template that I linked under Sales Order Preferences Mailing & Printing called InvoiceNotification. I made changes to that e-mail template but why under Print Invoices & Memos it’s not picking up the correct template. Am I doing something wrong.

 

Thanks,

 

Frances 

Best answer by YasasWithanage76

Hello @fpantelidakis07 

Maybe the system utilizes the mail settings from the report itself.

Please follow the below KB article.

https://community.acumatica.com/email-processing-224/how-to-change-the-email-notification-template-used-when-sending-a-report-313?tid=313&fid=224 

Hope this helps!

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3 replies

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Hello @fpantelidakis07 

Maybe the system utilizes the mail settings from the report itself.

Please follow the below KB article.

https://community.acumatica.com/email-processing-224/how-to-change-the-email-notification-template-used-when-sending-a-report-313?tid=313&fid=224 

Hope this helps!


Laura02
Captain II
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  • Captain II
  • 3101 replies
  • October 29, 2024

Hello,

In addition to Yasas suggestion, does the Customer have a custom invoice notification connected to their Mailing & Printing tab?  Settings on Customer’s Mailing & Printing tab will over-ride AR Preferences →  Mailing & Printing tab settings.

 

Laura


Thanks Laura and Yasas for the recommedations. 


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