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Thanks for joining in this forum, @Bonnie123.
I've checked the INV 58175 in our records, and it shows that it's already been closed last 10/11/2022. After thorough investigation, our engineers found out that the edits and sending are all happening in Outlook. Hence, QuickBooks does not have any control over this.
As a workaround, you can either set up for webmail or edit your template in QuickBooks before sending it.
Here's how:
For more insights about setting up your email, read through this article: Connect your email to QuickBooks Desktop.
Feel free to message again if you have additional concerns about managing your emails in QuickBooks.
I am having the same issue over a year later. We use the template for the basic communication but often add a line or two to personalize the communication. Adding a template for each instance is not a sustainable work-around.
How do I change the email message for reports in QBO?
Let me provide some information regarding modifying the email message for reports, @doddsterry.
QuickBooks Online (QBO) sets a default email statement when sending reports. With that, we're unable to update this unless you make a manual adjustment before sending it.
We recognize the importance of this feature to our users. You can send feedback requests to our Product Development Team so they can check and consider this in future updates.
Here's how:
Visit this guide to learn how to create a professional layout for your reports: Management Reports Overview.
You can check this article to see the complete list of available reports you can run for your version: Reports included in your QuickBooks Online subscription.
I'm always here to help if you have any other concerns or questions about management reports or any other tasks in QuickBooks. Just tag my name in the comment section and I'll get back to you as soon as I can.
Is it possible to edit the cover emails to have html formatting or add a logo? I would like to add some colour and our company font to the signature but it stays in plain text.
Thanks for getting in touch with the Community, careya2.
You can personalize emails to customers and vendors by creating and customizing a template, then using it.
Here's how:
Next, you can begin using your template.
If there's any feedback or feature requests you have after using this feature, you can submit it while using QuickBooks.
I've also included a detailed resource about customizing sales forms which may come in handy moving forward: Use & customize form templates
If there's any additional questions, I'm just a post away. Have an awesome Thursday!
Thank you - the need is for the EMAIL to be HTML or ability to at least add the logo in the email text, not the Template document attachment. for Example, this is what is looks like currently:
Dear Customer:
Your Sales Order is attached. Please review the list of items on order. Thank you for your business - we appreciate it very much.
Sincerely,
Company ABC
Hello, the need is for the EMAIL Text to be customizable in HTML and/or have the ability to add a logo to the email text when sending (send forms) a batch of Sales Orders/Invoices/Customer statements via Send Forms. Currently the email text only shows Plain text, which is very generic to our customers (see below)
Dear Customer:
Your sales order is attached. Please review the list of items on order. Thank you for your business - we appreciate it very much.
Sincerely,
Company ABC
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