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Level 1

Edit email that goes out with invoice sent to client

Hi

Does any one know if its possible to edit the email that goes out when an invoice is sent.  Many of our  customers pay upfront before we start the job but they all need a copy of the invoice for their records.  If you save and send the invoice after its marked as payment received the email still asks for payment but of £0.00. 

This is very confusing for customers. There should be an email that just says "here is your invoice for you records, no payment required." Or something to that effect.

it looks a bit daft asking for payment of an invoice that is already paid.  

Any tips anyone?

 

2 REPLIES 2
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QuickBooks Team

Edit email that goes out with invoice sent to client

Hello there, edagr. 

 

When a paid invoice is sent to your customers they'll have the Print or Save option. You can change the email settings of the Online delivery option. Let me show you how: 

  1. Log in to QuickBooks.
  2. Click the Gear icon and select Account and Settings
  3. From the left menu, click Sales and scroll down to Online delivery.
  4. Select the pencil icon under Online delivery
  5. In the Additional email option for invoices drop-down, you can select HTML or Plain text. You can refer to the screenshot below on how it looks like. 
  6. Click Save and Done

You can also enter a Memo on the invoice stating that the invoice is already recorded as paid and no payment required. They might want to send you a Statement instead that lists all paid invoices. 

 

Please let me know if you need anything else. You take care always and have a great day!

Highlighted
Level 1

Edit email that goes out with invoice sent to client

Hi

Thank you

I will look at this.