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JLK
Level 1

How do I edit the default text in emails that Quickbooks creates to send invoices to customers?

How do I edit the default text in emails that Quick books creates to send invoices to customers?

3 Comments
QuickBooks Team

Re: How do I edit the default text in emails that Quickbooks 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:

  1. From the Edit menu, select Preferences.
  2. Select Send Forms.
  3. Click the Company Preferences tab.
  4. Click the Show drop-down arrow and select Invoices.
  5. Select the template in the list that you want to be the default for this form.
  6. Click Edit.
  7. At the top of the window, select the Default checkbox (this option will make this your default template if you have several created).
  8. Edit the template as needed.

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.

Level 1

Re: How do I edit the default text in emails that Quickbooks creates to send invoices to customers?

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".

QuickBooks Team

Re: How do I edit the default text in emails that Quickbooks creates to send invoices to customers?

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:

  1. Go to the Edit menu and select Preferences.
  2. Select the Send forms menu and then the Company Preferences tab.
  3. In the Delivery Method Default drop-down menu, click Email.
  4. In the Email Templates drop-down menu, select the transaction type.
  5. Click Add Template, then create a template name.
  6. Customize the subject line and body.
  7. Click Save, then OK.

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!

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