Creating a template for invoices pending approval
Hi There
When I select ‘invoice billable clients’ and generate invoices using this method, an email is automatically sent to the approver requesting approval of the invoice.
I can’t see how to change the email which goes out though.
At the moment, it is a system generated email with the following:
Subject: Transaction Awaiting Approval
Message body:
Please click on the link below to review and approve the transaction in NetSuite.
View Record
Do you know if you have an approval workflow setup? Could be sending from a workflow action.
I checked the workflow and any scripts running and they don’t appear to set a email template.
I’m guessing this is the current default template?
Not sure how to change this though
Have you checked if any saved search email alerts are getting sent?
No. There are no saved search email alerts.
