Re: New Option "Use Email Template Setting" When Emailing

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Rolando Zuora Moderator

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New Option "Use Email Template Setting" When Emailing

We noticed this new option coming up when manually emailing out invoices from the Invoice screen (attached).

What does it do? Clicking the question mark does not provide any information.

Can you confirm if this is a new feature, or I may have inadvertently change a setting? Thanks!

 

Screen Shot 2017-03-13 at 4.03.07 PM.png



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Rolando Zuora Moderator

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Re: New Option "Use Email Template Setting" When Emailing

When checked, this setting will email the invoice based on the default email template setting for the Email Template: "Invoice Posted Default Email Template".

 

When unchecked, you can email the invoice to any email address you enter into the given field, as was the original behavior prior to the change.

 

Resources: https://knowledgecenter.zuora.com/BB_Introducing_Z_Business/Notifications/Create_Email_Templates

 



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christopherduke Scholar

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Re: New Option "Use Email Template Setting" When Emailing

Thank you, @Rolando - Are there plans to fix the help text?

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Rolando Zuora Moderator

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Re: New Option "Use Email Template Setting" When Emailing

I will let our internal teams know to update the help text. Thanks!



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