Appearance of Email that accompanies an invoice - QB Pro 2017 for Desktop

dddenise · ‎January 04, 2019

We are a creative business that uses QuickBooks Pro 2017 desktop. The owners of the company object to the appearance of the email - not the invoice itself which I know I can modify. The email is the first thing the client sees and has a large number in the right corner that is offensive to the owners and they presume offensive to our customers. Aesthetically, it says "bad news" to the customer before they even open the email. Can that email be modified?

Thank you!

FritzF · ‎January 04, 2019

Hello there, @dddenise.

Thanks for posting here in the Community. I can help remove that section, so your client's will only see the template that you created when sending an invoice in QuickBooks Desktop (QBDT).

All you need to do is to enable the Use Plain Text format for e-mailed invoices on the Preferences, and I'm happy to show you how:

1. Go to Edit menu at the top, then choose Preferences on the drop-down.
2. Pick Send Forms on the left panel, and go to My Preferences tab.
3. Put a checkmark on the Use Plain Text format for e-mailed invoices, then click OK.

That should remove those large number in the right corner of the email. You may also create a dummy invoice and send it to your personal email to double-check. For your reference, you can check out this article for further guidance: Customize email templates in QuickBooks.

Please let me know how it goes or if I can be of additional assistance. I'm only a post away should you have any follow-up questions. Have a wonderful day!

View solution in original post

FritzF · ‎January 04, 2019

Hello there, @dddenise.

Thanks for posting here in the Community. I can help remove that section, so your client's will only see the template that you created when sending an invoice in QuickBooks Desktop (QBDT).

All you need to do is to enable the Use Plain Text format for e-mailed invoices on the Preferences, and I'm happy to show you how:

1. Go to Edit menu at the top, then choose Preferences on the drop-down.
2. Pick Send Forms on the left panel, and go to My Preferences tab.
3. Put a checkmark on the Use Plain Text format for e-mailed invoices, then click OK.

That should remove those large number in the right corner of the email. You may also create a dummy invoice and send it to your personal email to double-check. For your reference, you can check out this article for further guidance: Customize email templates in QuickBooks.

Please let me know how it goes or if I can be of additional assistance. I'm only a post away should you have any follow-up questions. Have a wonderful day!

dddenise · ‎January 04, 2019

Thanks for the answer on this! That was easy! I also need to know how to change the body of the default letter that goes out with every customer. I can't find that

dddenise · ‎January 04, 2019

I found the answer to my last question in the link you sent me! Thank you!

FritzF · ‎January 04, 2019

Thanks for getting back to me, @dddenise.

I'm happy to know that I was able to help you with your concern for today.

Also, thanks for being a part of our QuickBooks family! Feel free to post again here in the Community or leave a comment on this thread if you have any other concerns. Have a great weekend!

Blackrete · ‎February 01, 2021

I am sending payroll stubs by email from Outlook and half of the employees are receiving a winmail.dat file and the other half are receiving a PDF file. In my instance of QuickBooks Desktop Pro I do not have the option to "Use Plain Text..." in Preferences>Send Forms>My Preferences section. Is there someplace else I should look for this?

Thanks!

JonpriL · ‎February 01, 2021

Hello @Blackrete,

Ideally, a PDF file will automatically be attached to every form you send, including pay stubs. The winmail.dat file received by your employees can be related to how their provider accepts the email.

You don't have to change any preferences in QuickBooks Desktop. Instead, you can update the formatting template of email messages directly from Outlook. You can read this article for the detailed steps: Winmail.dat is attached to an email instead of a .pdf file when sent from QuickBooks through Outlook.

On top of that, I've got you this helpful article for guidance in preparation for the 2020 tax season: QuickBooks Desktop Payroll Year-end Checklist.

If there's anything else that I can help you with, please let me know by leaving any comments below. I'll be here to lend a hand.

Topics

Training

Community

Resources

Appearance of Email that accompanies an invoice - QB Pro 2017 for Desktop