Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Best answer November 29, 2019
Solved
Accepted Solutions
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.
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
