Hi there, @dnmh. Workflow templates are for automation, so we're unable to use them when sending the reminders yourself. Instead, you can use the Custom form style feature to get the look you want.
You can set this up by going to Settings > Custom form style > New style > Invoice. From there, you can add your personalized info. If you’d like to include a late fee warning as an email message, simply head to the Reminder email section under the Emails tab. Since this template needs to be active for your reminders to function properly, please ensure that you select this template when creating the invoice. This ensures your personalized message and other adjustments are ready to go whenever you send a reminder yourself.
Once that's set, you can send those reminders yourself at any time. I'll also leave this article here for more info: Send invoice reminders automatically or manually in QuickBooks Online.
I’ll keep this conversation open in case you have any other questions. I want to ensure you're all set to get those reminders out the door.
