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E21J
Level 3

E-mail templates and invoices

Hi,

 

How can I change which e-mail template is connected to a specific invoice please?

 

I have GBP and USD invoices.  I have the relevant currency invoice selected as the template for each client.

 

I have e-mail templates for both currencies - the difference being the £ versus $ sign in the text of the e-mail, stating the total amount owed.

 

However, I have been unable to find a way to connect the USD e-mail template to a specific client or to the USD invoice template.

 

Any help gratefully received.

 

Many thanks.

 

Cheers.

Solved
Best answer November 29, 2019

Accepted Solutions
EmmaM
QuickBooks Team

E-mail templates and invoices

Hello E21J

 

I am very sorry that tag did not come through.We have amended our post based on how the desktop product deals with using multiple templates.

 

Emma

View solution in original post

3 REPLIES 3
EmmaM
QuickBooks Team

E-mail templates and invoices

Hello E21J

 

In QuickBooks desktop you can set up a new email template by going to edit>

preferences>send forms>company preferences. From there you can set up new email template.

If you already have the templates set when you come to email out the invoices you would have to select which template you want to use for the customer as in the screen shot below.

desktop template.png

 

 

There is not currently a way to default  a template to a client specifically you can either set an overall default template and then change on the ones for the currency used less often or in the send forms change the template each time

 

 

 

Emma

 

 

 

E21J
Level 3

E-mail templates and invoices

Many thanks but as tagged on my question, I am using QB Desktop not QB Online....

EmmaM
QuickBooks Team

E-mail templates and invoices

Hello E21J

 

I am very sorry that tag did not come through.We have amended our post based on how the desktop product deals with using multiple templates.

 

Emma

View solution in original post