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How do I change the cover letter on a template - not the template itself

I need to change the cover letter that goes out with the invoice.  I don't need to change the actual invoice template.  How do I do this?

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QuickBooks Team

Re: How do I change the cover letter on a template - not the template itself

Greetings, @WaterworksIrrigation.


You can create your personalize cover letter or email body when sending invoices without changing the transaction template in QuickBooks Desktop. Here’s how:

  1. Go to the Edit menu and select Preferences.
  2. From the left, choose Send Forms.
  3. Click Company Preferences.
  4. Select E-mail on the Delivery Method Default drop-down.
  5. Choose Invoices on the Email Templates drop-down.
  6. Pick Add Template.
  7. Enter a Template Name and place a check mark next to Default.
  8. Create your own email template and click Save to record the changes.
  9. Hit OK to exit the screen.

email temp 1.PNGemail temp 2.PNGemail temp 3.PNGemail temp 4.PNG

 

Once done, you should find the new cover letter as your set email template when sending invoices. Check out this article for more information: Customize email templates in QuickBooks.


That should get you pointed in the right direction.


Let me know how everything turns out, or if you have any issues after following those steps. I’m always here to help. Have a pleasant day ahead!