Good morning! Our team uses the 'email invoice' button which instantly send out an email with the attached invoice. Trouble is, we want to change the default subject line and default email content that is being sent in these messages but... I can't figure it out. I have tried creating a custom email template, and in the 'email preferences' settings, selected that new template as the default. However, it is still using the old template. Asa caveat, I also ONLY want the to be the default template for invoices, and I also want to ensure the invoice gets attached to the email as a PDF. Any ideas?

Have you linked your custom email template to your Invoice Form (Customization > Transaction Forms >[your preferred invoice form]? As a second option (and I'm sure there are more efficient ways to do this than I will propose) but it seems you could create a workflow that adds a button to your Invoice Form which sends your specific invoice.

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. Maybe not an option if you do this a ton, but might be helpful if not.

@Tim_Pedersen I did not previously add it to the invoice form, so I went and did that just now, saved it, sent an invoice email and it still sent out using the old template 😞 @RJMNS we actually have that button enabled, and yet the email still auto-sends without any screen pop up. It's very annoying.

@Ariel I suggest you check your Workflows. Type=Transaction There will 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; and identify the email template it's using. It may not be a template per se…it can be inside the workflow action itself… If it's not a workflow…Another option, this could be a scripted action. If that's the case, you’ll want to go to Customization>scripted records>invoice. Look at the list…see what makes sense. Contact your preferred developer to update it. Cheers 🥂

@MikeP I appreciate it - I was able to connect with NS support and that is exactly what the issue was! It was being set in a workflow. I was able to locate the workflow and have it send content based on the email template, so now whenever changes need to be made it can be made in the email template instead of being hardcoded into a workflow