How do I edit the default text in emails that Quickbooks creates to send invoices to customers? I have tried clicking just about every menu in Quickbooks as well as going to the QB support site and can't seem to find how to change something that should be pretty simple to change.
Solved! Go to Solution.
Click Edit > Preferences > Send Forms, and then click the tab that says "Company Preferences". The drop-down box that says "change default for", you can change the default text for invoices, estimates, sales orders, and other documents that are commonly e-mailed from within QuickBooks. Once you have made your updates, click the OK button to save your changes.
I've tried to edit the email template as suggested (Edit/Preferences/Send Forms/Company Preferences, but it won't let me save any of the changes I make. I keep getting the message "Stock template can't be modified". Why is this happening?
Hi there, @rackemup.
Thanks for joining the Community today. I'm here to assist you in getting rid of the "Stock template can't be modified" error that you received when modifying templates in QuickBooksDesktop.
Editing a stock template or a default email template in QuickBooks Desktop is currently unavailable in QuickBooks Desktop. You'll need to add a new template and make changes afterward.
To do that:
For more information about this process, please check out these articles:
Also, I encourage you to send us feedback about how we can improve your QuickBooks Desktop experience. That way our Developers will be able to determine those feature that can help you run your business easier.
To do that:
There you go @rackemup. Please let me know if you need additional assistance. I'm always here to help. Have a great day!
Thanks for joining us here in the Community today, @toddlw2006.
I hear you and realize the importance that this feature can have on your business. Sending your feedback online is a big help for us to determine the features that needs to be added to our product. At this time, I'll also do my part and raise this concern so we'll be able to help you run your business easier.
Your willingness to help us improve our products is highly appreciated.
Don't hesitate to reach back out to us if you have any questions. The Community is always here to help. Have a good one!
I've created a custom template to email my invoices in "batch", however, the custom template is not being used, even though it is set as the default. I've tried the workarounds that I found in Help, copy and paste the message from the template directly into the email and deselecting and selecting the "email later" check box, but neither are working for me. Both of these methods are not user-friendly either. Is there a fix coming for this? Batch email is a very useful tool and I don't understand why this is even an issue.