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Intuit

How to customise invoice emails

You can change how your invoice emails look in order to make your invoices more appealing to your customers.

New! Highlight your brand and help your customers easily see what's on the invoice and pay online by using the new summary invoice email template!

Customise the look of your invoice emails

Here’s how you can customise invoice emails:

  1. Select the Gear icon on the Toolbar, then Custom Form Styles under Your Company.
  2. To change the design on an existing template, select Edit. To start a new style, select New style, and then select Invoice.
    Tip: Preferences and layout changes you've set under the Design and Content tabs affect the PDF and email versions of your invoices.
  3. From the Design tab, select Try other colours.
  4. Select the desired colour and save your changes.

Changes you've made will be applied on the next invoice you send.

Note: The PDF versions of your invoices have not been "redesigned".

 

Choose between summary or detail invoice email

  1. Select the Gear icon on the Toolbar, then Custom Form Styles under Your Company.
  2. To change the design on an existing template, select Edit. To start a new style, select New style, and then select Invoice.
  3. Select the Emails tab.
  4. Choose either Full details or Summarised details.
    • Full details will show every line item within the invoice. It works best for shorter invoices or invoices with fewer line items.
    • Summarised details will show a summarised version of the invoice. It works best for longer invoices or invoices with a high number of line items.

    The email preview will update depending on which setting is selected.

  5. Select Done.