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Change email before sending invoice or order confirmation

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Posted on by Joel95

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Hi all,

in the test environment, I get the screen below when before sending a sales invoice or an order confirmation. In the live environment, I have changed something in the settings so that this screen no longer appears. I would like to get this screen back in the live environment. Does anyone know how to set this up?

the settings below are the same in the live environment and test environment.

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YUN ZHU 73,296 Super User 2024 Season 2 on at

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RE: Change email before sending invoice or order confirmation

Hi, It seems to be related to Document Sending Profile, I hope the following information can give you some hints.

https://yzhums.com/5318/

Thanks

ZHU
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Govinda Kumar 2,203 Super User 2024 Season 1 on at

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RE: Change email before sending invoice or order confirmation

Hi joel95,

You said 'you have changed something in the settings in the live environment so that this screen no longer appears' do you remember what changes you made to the settings? it would be very helpful if you provide additional information, and also check if any custom extensions were installed after the settings changes were made.

Regards
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Vaishnavi J 3,056 on at

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RE: Change email before sending invoice or order confirmation

Hi

Are you super user and if not then check the permission you have and see if in your permission sets include page no 13 that is email editor page which shows the above screen or do you have any customization in your tenant if yes then kindly uninstall and then verify it.

If my answer was helpful to you, please verify it so that other users know it worked. Thank you very much.