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ak-sans-frontier
Level 1

Can I delete the word "Invoice" from the top of my invoice emails? I already tried unselecting "form name" & "invoice number" from Content tab under Custom Form Styles.

 
3 Comments
LauraAB
QuickBooks Team

Can I delete the word "Invoice" from the top of my invoice emails? I already tried unselecting "form name" & "invoice number" from Content tab under Custom Form Styles.

Hello ak-sans-frontier,

 

QuickBooks Online offers many ways to personalize not only the transaction forms you send to your customers, but also the messages they see in their inbox when you email the forms to them. I'll go over those options with you so you can see about customizing things the way you'd like them.

 

The messages sent with emailed forms can be configured in a few ways: through the window that pops up when you hit Save & send, through the Custom Form Styles, and through your account settings. In the Custom Form Styles, you're almost in the right place. The tab you'll want in this case is the Emails tab. Here you can change the messaging and the pre-set text used to auto-generate information on the email form. I'll show you how to get to this same set up in the account settings as well so you can see the options.

  1. Select the Gear icon.
  2. Choose Account and settings.
  3. Click the Sales tab.
  4. Select the pencil icon for the Messages section.
  5. Make the changes you need.
  6. Click Save.

You'll notice the Email Subject Line has wording like follows: Invoice [Invoice No.]. The information in the square brackets is what the program uses to draw the invoice number from the system so you don't have to manually enter the number each time. You can simply remove that though and even change the subject to something else entirely if you'd like.

 

The body, or Email message, section can also be changed and you can save the wording as you'd like. One thing to keep in mind as you make these changes is that what you change for the invoice message will apply to all invoices emailed through the software. There isn't a way to customize email messages for unique invoices at this time except to make changes to those messages before sending them through the Save & send option on the transaction.

 

Give that a shot and let me know how it goes!

ak-sans-frontier
Level 1

Can I delete the word "Invoice" from the top of my invoice emails? I already tried unselecting "form name" & "invoice number" from Content tab under Custom Form Styles.

Thank you for your tips! However, my issue is that the word "Invoice" and invoice number were showing up in the email above our company logo. I ended up editing the custom form content, and blanking out the Form Name and selecting "Use custom transaction numbers" and that doesn't seem to be happening anymore.

LauraAB
QuickBooks Team

Can I delete the word "Invoice" from the top of my invoice emails? I already tried unselecting "form name" & "invoice number" from Content tab under Custom Form Styles.

Thanks for following up! What you've described with editing the content in the Custom form styles section makes sense for changing information on the form itself, such as whether the name of the form appears. I'm glad to hear you've found a solution that works for you and it's great that you've shared it here. Hopefully this will help others in the same situation. :)