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Everything you need to know about banking in QuickBooks Online - Discover more
petervrooney
Level 1

I have sent our first invoice cc'd to myself. I can see that the invoice details are in the body of the e-mail as well as the invoice being attached. Can we remove this?

We only want the e-mail to contain the invoice rather than showing in the e-mail body.
1 REPLY 1
Angelyn_T
QuickBooks Team

I have sent our first invoice cc'd to myself. I can see that the invoice details are in the body of the e-mail as well as the invoice being attached. Can we remove this?

It's nice to have you here on the Community page, @petervrooney.

 

I knew a few steps to remove the invoice details when emailing invoices in QuickBooks Online (QBO). I'm here to help share and guide you on how.

 

To exclude the invoice details when emailing invoices, you may need to set up your account and settings to show a short summary in email.

 

  1. Click on the Gear icon.
  2. Select Account and Settings.
  3. Click on Sales at the left pane.
  4. Go to the online delivery section.
  5. Click on Show short summary in email.
  6. Click Save.
  7. Click on Done.

You can see attached screenshots for additional reference.

c9 2.PNG

You can also check this article for your reference in the future: Use e-Invoice.

 

Stay posted if you have any other QuickBooks or invoices questions, I'll be always here to help you. Have a great day ahead!

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