Choose custom invoice template when emailing to customer

Good morning, @MH_WMTL.

Thanks for reaching out to the Community for support. I'm happy to lend a hand with your email templates. 

When using the email feature in QuickBooks, the webmail portion, we can add/edit info on the template since it's being used inside QuickBooks. However, when you use Outlook, this will follow in the 3rd party format. Meaning, Outlook will get opened outside of QuickBooks. In this case, you won't be able to modify the template the same way as you do when using Webmail. Some of our customers have found it resourceful to edit the email once it's in Outlook. 

I can see how editing the email template inside QuickBooks (as you do for Webmail) would be beneficial for you and your business. I have submitted a feedback request on your behalf to our product development team. This way, the suggestion can be considered in a future update. 

You can follow all of our latest happenings and updates by using our Blog Site. 

In the meantime, I've included some handy articles that cover more details about the emailing process in QuickBooks below. 

• Connect your email to QuickBooks Desktop
• Create custom email templates in QuickBooks Desktop

Please let me know if you have further questions or concerns. You can reach out to the Community at any time. Take care and have a wonderful day ahead!