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klisgerton-gmail
Level 1

Customized invoices, I am unable to have a different set of text or the email section. I make a change on one and it changes it on all. Is there a way to fix this?

Customized Invoice A - Needs one email address and customer message Customized Invoice - Needs diff email address and customer message
2 Comments 2
Nick K
QuickBooks Team

Customized invoices, I am unable to have a different set of text or the email section. I make a change on one and it changes it on all. Is there a way to fix this?

Hi klisgerton-gmail.

 

Customizing your email message is a great way to add your own personal touch when emailing your customers. I'd be happy to go over the email message section of QuickBooks Online.

 

Setting up the email message and what address you send your email from can be changed whenever you wish. However, you can only have one set up at a time and unlike templates can't have multiple ones to do the same thing. If you want to send emails from a different email address with a different message I recommend saving the information as a PDF and sending it directly from your email provider.

 

If you wish to have the ability to save multiple email templates I recommend sending feedback to our development team by following these steps: 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

Once they receive your feedback they'll look into ways to possibly add this in future updates.

 

If you have any question let us know and we'd be happy to help.​​​​​​​

klisgerton-gmail
Level 1

Customized invoices, I am unable to have a different set of text or the email section. I make a change on one and it changes it on all. Is there a way to fix this?

Thanks for the reply.  We have just switched to the online version.  I am pretty disappointed in lots of features not available on the online version compared to the desktop version.  At the monthly price I kind of expected it to be superior.  

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