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Experienced Member

Invoice Email Template Facility

With QuickBooks Online it's possible to create custom invoice templates to suit your business.

 

However, when sending those invoices through QuickBooks, there seems to be just a single hard-wired uneditable email template. Yes, it's possible to change some elements of the content that appears on the email, but not the design itself.  If this is the case, it's extremely limiting and at odds with the idea of being able to customise QuickBooks to suit individual businesses.

 

Anyone know if QuickBooks intend to address this anytime soon? Or, perhaps there is a good work-around that you know?

 

Thanks in advance.

5 REPLIES 5
QuickBooks Team

Re: Invoice Email Template Facility

Hello DC101

 

You can import your own custom invoice template.If you can go to the cog in the top right>QuickBooks Labs>import style>turn on

 

Then go the cog>custom form styles>new style drop down>import style.

You can then click on download a sample which gives you a guide on how to create the invoice in word(it needs to be a doc x file)also it shows a simple template example and a more complex invoice template as a guide.

You can then save the created template and upload in the upload part of this section.

 

Any questions let us know

 

Emma

 

Experienced Member

Re: Invoice Email Template Facility

Thanks Emma for your reply. You refer to custom invoice templates, but my question is about the email template that is applied in the sending of the invoices (please see screenshot attached using your test site).

 

This seems to be just a single hard-wired uneditable email template? I mentioned in my original post, it's possible to change some elements of the content that appears on the email, but it's the design itself we want to change.

QuickBooks Team

Re: Invoice Email Template Facility

Thanks for getting back to this thread, @DC101.

 

Allow me to chime in and provide some additional information about customizing invoice template in QuickBooks Online (QBO). 

 

Currently, QBO doesn't have an option to edit the template of an invoice that appears in emails. I can see how this option would be helpful for you. Finding new ways to adapt to our customers’ needs is how QuickBooks gets even better.

 

I'll make sure to take note of this and will update you once we receive product enhancement update about the availability of this feature. 

 

In the meantime, I'd suggest visiting our QuickBooks Online Blog regularly. This way you'll be updated with the latest news and updates including product improvements. 

 

For additional reference, you can visit these articles to learn more on how to upload, edit, or delete logos from your invoices, estimates, or sales receipts in QuickBooks Online:

Please know that you're always welcome to post if you have any other questions about customizing forms or any QuickBooks related. I'd be happy to answer them for you. Have a good day! 

Experienced Member

Re: Invoice Email Template Facility

Thanks for your quick reply. It's good to know you appreciate the issue.

 

Aethetics aside, there are important practical reasons for wanting to change the template/design.

Particularly key is the "Review and pay" button, which is displayed prominently. A lot of our customers pay by Direct Debit via GoCardless, so the word "pay" does not apply to them and is therefore very confusing.

 

We're very new to QuickBooks but for us this is a major drawback with the system. We will track with interest any progress that is made.

 

Have a good day too!

QuickBooks Team

Re: Invoice Email Template Facility

I appreciate your responds, @DC101.

 

We truly value your suggestion on how best to improve QuickBooks Online. Your feedback helps our Product Development team decide which feature will be implemented in the next future update.

 

Please know that the change is also based on how popular a specific feature request is. 

 

Since you're new to QuickBooks, you may want to check our Help Articles page to learn more "How do I" steps In QuickBooks Online. 

 

Wishing you and your business continued success.