How do I edit the default text in emails that Quick books creates to send invoices to customers?
Hi @JLK,
I'll be your guide on how you can change the default text on your invoice emails.
Here's how:
You can take a look at this article as well: Customize email templates in QuickBooks. It lists the steps I provided, along with the steps on how you can send email in batches.
If there's anything else you'd like to ask, leave them in the comments below. I'll get back to you and help you out.
I tried all the steps suggested by Ryan_M below and after all that when I tried to SAVE I got an error message that said "Stock template can't be modified".
Hello there, @nancyattomjacksonrealtydotcom.
The stock template can't be modified. You can create new email templates with customized subject lines and email bodies. Let me show you on how to do it.
Here's how:
Once done, you can set one as the default, select a transaction type and then Set Default next to the template you want to use.
For more detailed steps, you can read this article: Create custom email templates in QuickBooks Desktop.
Let me know if you have other questions by dropping a comment below. I’m always here to help. Have a good one!