Email template for batch invoices

Good job exploring QuickBooks Desktop to apply your custom templates to batch invoices, Quisp. Let me share some troubleshooting techniques to achieve your goal of using a more personalized form for your customers.

Since the new template you created doesn't show when sending emails, let's copy and paste the correct message first before sending them by following the steps below:

1. Go to the Edit menu and select Preferences.
2. Choose the Send Forms menu and then the Company Preferences tab.
3. Highlight the template you want to use and select Edit.
4. Copy the message's body text.
5. Go to the File menu and select Send Forms.
6. Determine the email you want to send. Paste the copied text into the body section.
7. Click Send Now.

Next, follow this instruction to reset your email later settings:

1. Find and open the transaction you want to send.
2. Select to uncheck the Email Later box. Then select Save & Close.
3. Reopen the transaction. Select to check the Email Later box. Then select Save & Close.

However, I recommend verifying and rebuilding your data in QuickBooks Desktop if the issue persists. This tool scans damage and fixes them.

To learn more about modifying email templates with tailored subject lines and email bodies for your transactions, refer to this article: Create custom email templates in QuickBooks Desktop.

Furthermore, save this guide for the resolutions in case you encounter issues while utilizing templates: Fix common issues when you use and customize templates.

Creating eye-catching forms helps build good relationships with your customers For more concerns about sales, add them below. It'll be my pleasure to assist you.

Hey Henry, 

I'm dealing with this same issue. Did you have any luck? I can't find the template for the batch emails anywhere and I looked at every email template that is in the SEND FORMS list.  

Thanks! 

Melissa

Did you find a resolution to this?  Having the same issue. 

Thanks!

Same or similar issue.

I've created an email template to use for batch Invoices - but even if batched invoices are selected and the correct template is selected what's emailed is a generic QB email invoice template and not the one I selected.

Hi there, Lesley.

Let's perform the verify and rebuild data troubleshooting in your QuickBooks Desktop so you'll be able to send the correct email template to your customers.

Here's how:

1. Head to Window then click Close All.
2. Go to File, then select Utilities.
3. Select Verify Data. If you see:
   • QuickBooks detected no problems with your data: your data is clean, and you don’t need to do anything else.
   • Your data has lost integrity: Data damage was found in the file. Rebuild your data to fix it.

Then, you can start rebuilding your company file data, feel free to read this article for the detailed steps: Verify and Rebuild Data in QuickBooks Desktop.

If the problem persists, I recommend contacting our QuickBooks Desktop live support to ensure this will be investigated thoroughly. 

Feel free to leave a reply if you have further concerns in QBDT. We're always here to help.