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Level 1

emailing invoices to customer

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How can you auto change the salutation in an email when sending an invoice to a customer? The default is "Dear Customer" but I would like to use the customer's real name. See attached example.

 

Thanks!

Steve

 

 

Solved
Best answer October 30, 2020

Best Answers
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Moderator

emailing invoices to customer

Welcome to our forum, @SteveWeaver,

 

I can share the steps to add the customer name on the email body. 

 

For this, you will need to make sure the customer's first and last name is added to his profile. This is because the email template is using the [Name-First-Last] format when sending invoices. See this:

 

 

To add their names, follow the steps below:

 

  1. Go to the Customers menu then pick Customer Center.
  2. Double-click the customer name to open their profile.
  3. Fill in the Full Name row, specifically the First and Last name fields.
  4. Once done, press OK.

Now, once you email the sales transaction, their real name will show automatically. This is how it should look like:

 

 

See these related links to guide you through the Sales and Customers process in QuickBooks:

Feel free to post here anytime if you have other questions. I'll be right here if you need anything else. Have a lovely rest of the week!

View solution in original post

2 Comments
Highlighted
Moderator

emailing invoices to customer

Welcome to our forum, @SteveWeaver,

 

I can share the steps to add the customer name on the email body. 

 

For this, you will need to make sure the customer's first and last name is added to his profile. This is because the email template is using the [Name-First-Last] format when sending invoices. See this:

 

 

To add their names, follow the steps below:

 

  1. Go to the Customers menu then pick Customer Center.
  2. Double-click the customer name to open their profile.
  3. Fill in the Full Name row, specifically the First and Last name fields.
  4. Once done, press OK.

Now, once you email the sales transaction, their real name will show automatically. This is how it should look like:

 

 

See these related links to guide you through the Sales and Customers process in QuickBooks:

Feel free to post here anytime if you have other questions. I'll be right here if you need anything else. Have a lovely rest of the week!

View solution in original post

Highlighted
Level 1

emailing invoices to customer

Thank you so much Jen_D, that is exactly the solution I was looking for.

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