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Bonnie123
Level 2

Emailing invoices NOT saving changes to text in the body of the email

Just two weeks ago I could change the email language on the fly when emailing an invoice to the customer. Example: I might change the subject line to say CORRECTED Invoice and make changes in the body of the email. Today I realized the changes are not being kept and the email is going out UNCHANGED.  This was possible before.  What has happened to Quickbooks?  I'm using Quickbooks Premier Contractor Edition 2020.

Solved
Best answer May 03, 2021

Best Answers
jamespaul
QuickBooks Team

Emailing invoices NOT saving changes to text in the body of the email

Hello, hsimechanicalinc. 

 

It looks like Bonnie was referring to the other thread: Mich_S answer. I'll give some more details about the email body issue. 

 

I checked our systems a bit and found out that there's an issue with the email body changes. Our engineers are currently working to resolve this as soon as possible. 

 

Aside from Mich_S' workaround, you can use the webmail option while we're fixing this. Here's how: 

 

  1. Go to the Edit menu, then select Preferences.
  2. Click the Send Forms tab.
  3. Under My Preferences, select the Web Mail option.
  4. Click the Add button to add your email ID.
  5. Once done, click OK.

 

webmail.PNG

 

When sending your emails, edit the body manually. 

 

Since you're one of the affected users, I would recommend contacting our support. They'll get your contact details and add you to the list of affected users. You'll receive an email update when it's fixed.

 

I'd like to do it here, but I'm unable to access and handle sensitive contact information. 

 

Here's how to reach them: 

 

  1. Click the Help menu.
  2. Choose QuickBooks Desktop Help.
  3. Click Contact us at the bottom of the popup window.
  4. Choose Solving Issues & Error Messages, then File & Network Management.
  5. Scroll down and choose how you want to reach us. 

 

Need to manage your transactions or need to pay bills or run reports for your data? You can check out the guides from the QuickBooks Desktop articles list page.

 

I appreciate your patience as we're bringing this function back to normal. In the meantime, I'll address any other concerns you might have regarding your sales forms and the like (and other things in QuickBooks Desktop).

 

Just reply here and I'll get back to you as soon as possible. 

View solution in original post

5 Comments 5
JasroV
QuickBooks Team

Emailing invoices NOT saving changes to text in the body of the email

I can provide some insights on how you can save the message in your email invoice, Bonnie.

 

You'll want to ensure your QuickBooks Desktop (QBDT) is updated to the latest release. This will install the newest features and fixes. Let me show you how.

 

  1. Go to the Help menu and select Update QuickBooks Desktop.
  2. Select the Update Now tab.
  3. Click Get Updates to start the download.
  4. When the download finishes, restart QuickBooks.
  5. Then accept the option to install the new release.

 

You can also check this article for more details: Update QuickBooks Desktop to the latest release.

 

If the issue remains, I recommend running the Verify Rebuild tool. This scans your company file for errors and quickly fixes them.

 

I've also added these links that provide detailed steps on how you can personalize your sales forms and record invoice payments: 

 

 

Let me know in your reply if you have other follow-up questions about emailing your invoices. I'll be around ready to help you. Keep safe!

Bonnie123
Level 2

Emailing invoices NOT saving changes to text in the body of the email

I realized the reason Quickbooks was not prompting me to install the new release because I already had the most recent release (V30.0D R11).  Once I confirmed I was up to date on updates, I proceeded to your final recommendation to Verify Rebuild and it found no errors/issues.  I'll continue to use the WORK AROUND that Mich_S. suggested, however, I would appreciate it if Quickbooks will look into this issue and issue an update to fix the problem.  I see that I'm not the only one having this issue and it appears the issue begin around 4/19/21.

hsimechanicalinc
Level 1

Emailing invoices NOT saving changes to text in the body of the email

Hi Bonnie,

 

I am having the same issue!  What is the "WORK AROUND that Mich_S. suggested"?  I do not see any other responses in this thread except fro JasroV.

 

 

jamespaul
QuickBooks Team

Emailing invoices NOT saving changes to text in the body of the email

Hello, hsimechanicalinc. 

 

It looks like Bonnie was referring to the other thread: Mich_S answer. I'll give some more details about the email body issue. 

 

I checked our systems a bit and found out that there's an issue with the email body changes. Our engineers are currently working to resolve this as soon as possible. 

 

Aside from Mich_S' workaround, you can use the webmail option while we're fixing this. Here's how: 

 

  1. Go to the Edit menu, then select Preferences.
  2. Click the Send Forms tab.
  3. Under My Preferences, select the Web Mail option.
  4. Click the Add button to add your email ID.
  5. Once done, click OK.

 

webmail.PNG

 

When sending your emails, edit the body manually. 

 

Since you're one of the affected users, I would recommend contacting our support. They'll get your contact details and add you to the list of affected users. You'll receive an email update when it's fixed.

 

I'd like to do it here, but I'm unable to access and handle sensitive contact information. 

 

Here's how to reach them: 

 

  1. Click the Help menu.
  2. Choose QuickBooks Desktop Help.
  3. Click Contact us at the bottom of the popup window.
  4. Choose Solving Issues & Error Messages, then File & Network Management.
  5. Scroll down and choose how you want to reach us. 

 

Need to manage your transactions or need to pay bills or run reports for your data? You can check out the guides from the QuickBooks Desktop articles list page.

 

I appreciate your patience as we're bringing this function back to normal. In the meantime, I'll address any other concerns you might have regarding your sales forms and the like (and other things in QuickBooks Desktop).

 

Just reply here and I'll get back to you as soon as possible. 

View solution in original post

Bonnie123
Level 2

Emailing invoices NOT saving changes to text in the body of the email

Thank you.  I'll contact support per your instructions.

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