how to update the email template when using the basic type

AI generated answer (using internal Slack threads):

To update the email template when using the basic type, you can follow these steps: 1. Navigate to the 'Email Preferences' settings and select your new template as the default. 2. Link your custom email template to your Invoice Form. You can do this by going to Customization > Transaction Forms > [your preferred invoice form]. 3. If the email is still using the old template, it might be due to a workflow or a scripted action. Check your workflows (Type=Transaction). There should be at least two states and a transition. The first state will add the button. The transition will be on click of the button. The second stage will have a Send Email action; identify the email template it's using. It may not be a template per se…it can be inside the workflow action itself. 4. If it's not a workflow, it could be a scripted action. In that case, go to Customization > scripted records > invoice. Look at the list and see what makes sense. You may need to update the script. Remember, if you don't want the email to go out instantly, you can go to Setup > Company > Email Preferences and check the "Use Popup for Main Transaction Email Button". Then you'll get a dialogue box that pops up where you can do most of what you're asking manually. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******