How can I remove the Total Amount Due from the content of the email? It seems a bit large and I would rather my clients just know that there is an invoice attached.

Hello there, Reidjwilliams.

For now, we're unable to remove the total amount due on the invoices.

I suggest sending feedback to our product engineers. This is the best way for us to know our customers' ideas and preferences. You can do that by clicking the Gear icon, then choosing Feedback. 

We always appreciate customers who take the time to give us their feedback. I’ll also pass this to our management team.

Don't hesitate to post if you have other concerns. Have a good one! 

If you still need to resolve this issue, I have a fix.  I just upgraded to Desktop Pro 2019, and I ran into the same problem.  From the Quickbooks top menu bar: Edit >Preferences>Send Forms>My Preferences - Make sure to check the box - Use "Plain Text" format for all invoices.  That should fix the problem.

Thank you.  That was exactly what I needed.

I'm so glad to see you found the info you needed to make the necessary adjustments to your emails in QuickBooks Desktop, Salibro. The Community always has your back if you ever need assistance again in the future. Take care!

How can I do this for the online quickbooks version?

That massive amount owing at the start of the email is horrible.. We shouldn't be starting an email with that in big and bold.. feels to customers like it's a collections notice.

Thanks for joining in, @userinfo115. I've got you the steps to send an invoice as a PDF in QuickBooks Online. This way, it won't display the Total Amount Due from the content.

Here's how: 

1. Go to the Gear icon, then select Account Settings. 
2. Go to the Sales tab, then select Online Delivery.
3. Under "Email options for all sales forms" select "Show short summary in email."
4.  Select "Attach as pdf."
5. Under "Additional email options for invoices", select the "HTML" format

The email only contains and explains to your customers in the header that the invoice is attached as a .pdf file. 

I'm excited to share with you this article that will help you and your customers can pay their invoice online. Read through this topic: Connect your QuickBooks Payments account to QuickBooks Online.

I'm happy to know that this resolves your email invoice concerns. Take care!

Hi, and thank you for this!

One thing.. for step 5 - Under "Additional email options for invoices", select the "HTML" format

I don't have an option for HTML - it only gives me "Online Invoice" or "Plain Text". I have the Essentials plan (if that helps).

Good to see you back on this thread and keeping us updated, @userinfo115.

The total amount due will always show up when emailing an invoice in QuickBooks Online (QBO). As mentioned by my colleague above, you can consider changing the Online Delivery option into HTML. However, since you don't see the option, you may not be using the US version of QBO.

To check the region, go to the Dashboard and see the currency sign used.

You may also consider downloading the invoice as a PDF file and manually send it to your clients. This way, the invoice will be sent as PDF attached. To download the invoice, here's how:

1. In the left menu, click Sales.
2. Go to the Invoices tab.
3. Locate and place a checkmark on the box next to the invoice to select it.
4. Click the Batch actions drop-down and choose Print.
5. A print preview using pdf will show on the screen.
6. Choose the Download icon at the top next to the Print icon to save the invoices as a PDF file.

For more details about this process, see this article: Download and save invoices, other sales forms, and statements as PDF.

For future reference, adding some links which you may find helpful:

• Record invoice payments in QuickBooks Online
• Record a customer refund in QuickBooks Online

That should get you pointed in the right direction. Please let me know if you need anything else. I’ll be here to help. Wishing you all the best.

Hello,

This question relates to QBonline.

Within the invoice is it possible to emphasis the total of the invoice ("total of new charges") rather than the "balance due". 

Many customers are complaining that it is confusing that the total balance due is in bold and the invoice total is not.  It makes the "balance due" look like the "invoice amount".

Thanks,

Paul

Let me provide some information about the invoices, @PaulBIre.

I recognize how relevant it is to emphasize the total of the invoice on the sales forms. Currently, this option is unavailable in QuickBooks Online.

Rest assured our product engineers are continuously working to roll out enhancements based on our customer's requests. That being said, I suggest sending a recommendation to our product developers. They'll review this idea and might consider updating it in the future.

Here's how:

1. Go to the Gear located at the top.
2. Under Profile, click Feedback.
3. Enter your recommendation and select Submit.
   
   

You can also utilize this link to check the status and keep you in the loop on our progress of your request: Customer Feedback for QuickBooks Online.

I also encourage you to visit this resource that will guide you in personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

As always, add a comment below if you have any other questions about managing your invoices in QuickBooks. I'm here to help always. Take care!

Many thanks for your speedy reply.

I see in the desktop version you are able to select (through tick boxes) what appears on the invoice.  That would make it very easy for your users to amend as they see fit.

I have submitted feedback as you have suggested.

Regards,

Paul