We email invoices to customers all the time and they used to link to an Email Cover we have on file called "INV". The cover is still there, but for some reason in OE Email Queue, the cover is blank. Our customers are complaining that they are getting invoices without a message or subject. How can I set it up so that all Invoices automatically use the INV email cover?

I believe that if you have the 'Remember form settings' option enabled in the Company Profile, then the most recently selected email cover will be defaulted the next time a document is printed (or emailed).

There isn't a generic place to set a default email cover for the whole company.

You can set default email covers directly on the customer, though to use these, you have to email OE documents using the 'Use Customer Specification' option.

If there is no email cover on invoices found in the email queue, then the cover field was blank at the time of emailing - an email cover was not selected.

Actually, in the Printing Invoices window, the email cover "INV" is selected. Then we click "Email" and can either send it now or add it to the queue. Either way the cover will not go with the email. We are using "Use Customer Specification" option and most of our customers do not have an email cover specified, in which case I thought it should default to the email cover selected in OE, but it doesn't. I'm pretty sure it used to work. We haven't changed anything on our end. Maybe one of the last upgrades or service packs brought this change? It seems to me that we can no longer send an email cover if "Use Customer Specification" is used, unless you have it specified in the customer's profile.

Are you aware that there is an issue here? Or am I incorrect?

If you use "Use Customer Specification" then when you hit the email button the specification and email cover assigned to the customer profile is used. If it's blank then that's what you get. I could be wrong but I don't think it ever defaulted to the "Use selected specification" when "Use Customer specification" was selected.

Why would it work differently than the Invoice Specification or the Credit Note Specification? Most of our customers are set up with nothing in these fields either but they all default to what's in OE Company Profile. There a default setting in OE Company Profile for Order, Invoice & CN Print Specs, Fax Specs and Email Specs. Everything but Email cover sheets.

Hi, Susan,

We entered this for R&D's consideration.

I exported/imported all of our customers with a email cover spec so the issue is solved now. I'll also need to remind everyone to add these email cover specs when setting up new customers.