Greetings, @slharris.
There are two options you can consider to successfully use your own file when emailing your invoices. Let me provide them to you.
In QuickBooks, you can either import your template in QuickBooks. Or you can manually send your invoices from your email provider.
If you prefer to import your own template, note that it should be in the Corel Designer File (.DES) format.
You can follow the steps in importing:
- Click on Lists from the menu bar.
- Choose Templates.
- From the Templates drop-down, choose Import.
- Choose your template.
- Click on Open.
But if you prefer to email it manually to your customers, you can send an invoice from QuickBooks to a dummy email. This way, it’ll show in the history that you've sent it in QuickBooks.
Then you can copy the email and change the PDF attachment with your own and send it using your email provider.
You can read this article to help you in customizing your templates: Use and Customize Form Templates.
You can let me know if you need help with anything else. I’ll always be here to help.
