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