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Samwallis62
Level 1

How do I edit this email template?

So great now Intuit has removed the offending “Please pay this invoice on time” but we are still left with this disaster of an email to send out with our invoices not to mention. I seem to have two or three different formats that go out now depending on the time of day or the weather maybe I’m not sure occasionally this new disaster goes out. Sometimes my original template goes out. I don’t have a rhyme or reason for what goes out. I should have the option to choose my own email message to go with my invoices not this piece of junk that Intuit has pushed out to us.  Here we are two months later we’re still dealing with this piece of garbage. I’m still being Forced to edit the bulk of my emails going out for invoicing each month increasing my time on task three times. We pay too much money for this service to have to jump through these hoops for no good reason. This was not an improvement. It did not help me. I don’t believe that it’s helping any of us and yet here we are still begging Intuit To fix this problem.

Samwallis62
Level 1

How do I edit this email template?

Unless you have a special workaround, this does not work to return my email to the previous format. It is in fact, plain text. I lose the pay here button which my clients use the bottom line is we shouldn’t be spending our time trying to figure a workaround for a terrible update from Intuit.

erickson101011
Level 1

How do I edit this email template?

I noticed yesterday that the 'Please pay this invoice on time' has been deleted.

I would still like to be able to edit my own email template.  I don't like that the body of the message is centered.  I wonder who the heck set up this stupid template.

Lyn_D
QuickBooks Team

How do I edit this email template?

Hi, @erickson101011. I understand the frustration of a recent update resetting your professional layout to a centered format. In QuickBooks Desktop (QBDT), editing an email template (like the one used for Invoices or Estimates) is done through the Preferences menu. It's somewhat hidden, so here's how to find it:

 

  1. Go to the Edit menu and select Preferences.
  2. On the left-hand sidebar, choose Send Forms, then go to the Company Preferences tab.
  3. In the Email Templates section, select the type of form you want to edit (e.g., Invoices, Estimates, Statements) from the dropdown menu.

  4. Click Edit to modify the existing template.
  5. In the Subject/Body, you can change the text directly in the boxes. Use the Insert Field button to add dynamic text, such as the customer's name or invoice number.
  6. Save these changes.

 

For more detailed steps, I have included this article for your reference: Create custom email templates in QuickBooks Desktop.

 

By following those steps in the Company Preferences, you’ll be able to get your professional wording back in place. If you need additional assistance, feel free to comment below. We're available to help 24/7.

PPS26
Level 2

How do I edit this email template?

Please let me know what company(ies) you find are easiest to switch to.  Of all the stupid things QB has done over the years (don't get me started...) this takes the cake.  Not allowing the CUSTOMER to make the choice on the look and verbiage of the invoice is just insane for what we are paying for.  It looks so tacky, and to tell your customer to pay on time?  How rude!  I would get so much flack from my clients if I sent my invoices with that on it!  I need to change out of QB.  ANY ADVICE FROM ANYONE WOULD BE HELPFUL !!!

PPS26
Level 2

How do I edit this email template?

PLEASE let me know who you find!!  

erickson101011
Level 1

How do I edit this email template?

Did you even read my post?

I know how to edit a template in QBKS. READ MY POST AGAIN…pay attention to detail this time. 

KayePe
QuickBooks Team

How do I edit this email template?

Hi there, @erickson101011. We can see that the invoice email templates aren't quite what you had in mind. To help us meet your preferences, I encourage you to share your thoughts with our development team. Your feedback can help us decide which layouts and features to enhance in future updates.


Here's how:
 

  1. On the Help menu, select the Send Feedback Online option.
  2. Click Product Suggestion, and a new window will open.
  3. Enter your feedback.
  4. Hit the Send Feedback button to submit.

 

For more concerns, please let us know. The Community forum is always here to guide.

betasg
Level 1

How do I edit this email template?

Wow, Quickbooks.....

 

You fixed it for a Quick minute but just like that, the offending words came back.  What's it gonna take for this to be fixed efficiently?

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