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vtxchris
Level 1

How do I edit this email template?

QB Pro Plus 2024. I made some edits last month to my invoice and estimate templates, and out of the blue QB changed the Outlook email template it opens to send those. This is what my normal invoice email template used to look like.

QB1.png

It now looks like this:

QB2.png

This new email template isn't terrible, but that one line below the balance is. "Please pay this invoice on time" sounds pretty rude - like an implication that my customer hasn't paid past invoices on time. But I can't figure out how to revert to the old style email template, or modify this one. If I'm sending an individual invoice, I can take extra time to remove that line, but not when I'm sending a batch of invoices. Can someone tell me how to revert to the old template or modify this new one?

12 Comments 12
JayAnne_C
QuickBooks Team

How do I edit this email template?

Hi @vtxchris, I understand that invoices should serve as a professional reminder, and I can see how the phrase might come across as a bit too direct for valued customers.

 

Recent updates to QuickBooks Desktop (QBDT) introduced automated phrasing in email communications, which cannot be removed through standard settings.

 

We encourage you to share your thoughts and suggestions with our Product Development Team by submitting feedback directly in QBDT. This helps our product engineers better understand how you’d like the program to function. Here's how:

 

  1. Go to the Help menu.
  2. Choose Send Feedback Online.
  3. Select Product Suggestion to open the feedback window.
  4. Type in your feedback or suggestion.
  5. Click Send Feedback to submit your input.

 

Let us know if you have further questions by clicking the Reply button below. We're here to help.

vtxchris
Level 1

How do I edit this email template?

Thanks for the suggestion, JayAnne. Is there any way to switch back to my old email template, or am I pretty much stuck with this new one?

Dandie_A
QuickBooks Team

How do I edit this email template?

Hello there, vtxchris.

 

I can see how this change to the email template functionality may not align with what you're used to, and I'm happy to assist you.

 

With recent updates, QuickBooks Desktop has changed how email templates are structured and utilized. However, you can customize your email templates to suit your needs better.

 

Here's how you can either edit the existing email template or create a new one:

 

  1. Go to the Edit menu and select Preferences.
  2. Navigate to the Company Preferences tab under the Send Forms section.
  3. Select the existing basic template you wish to Edit.
  4. Alternatively, you can create a new template by clicking on Add Template.
  5. After making your changes, click Save, and then OK to confirm.

image (36).png

 

If you have any other questions or need additional assistance, please don’t hesitate to reach out. We’re here to help.

dbrock
Level 2

How do I edit this email template?

The new quickbooks update overrides this template when sending invoices.  The original poster was asking how to get rid of the new updated template that overrides what we have set as an email template when sending invoices.  The new update is not acceptable. 

dbrock
Level 2

How do I edit this email template?

The new quickbooks update overrides this template when sending invoices.  The original poster was asking how to get rid of the new updated template that overrides what we have set as an email template when sending invoices.  The new update is not acceptable. 

JB7391
Level 1

How do I edit this email template?

These directions only edit some verbiage at the bottom, the auto generated header is what is unacceptable, we are NOT sending out emails that say 'Please pay your invoice on time' its outright rude.  I want to override this foolish update, you should allow your customers a choice.  Chalk it up to another pro for why our company should move away from QB all together.  

JB7391
Level 1

How do I edit this email template?

This new invoice email template is horrible.  Please Pay Your Invoice On time.... what idiot would put that line on the email.  The implication itself if rude.  We have to take extra time to remove it each time we send an invoice, which in a busy office is time we don't have.  Further more we cant remove it at all when sending batch invoices.  Your customers should be allowed to CHOOSE which template they want to use.  Another reason to add to the pro column of getting my company to move far away from QB all together.  

JB7391
Level 1

How do I edit this email template?

So basically no we THE CUSTOMER PAYING YOU FOR THIS, doesn't have the option to change back, we're just stuck with it because you decided to make a really poor choice in change.  Will start looking into other companies, lord knows there are plenty that actually care to serve their customers rather than themselves.

tab01
Level 1

How do I edit this email template?

These changes actually violate laws like CAN-Spam and TCPA also with some state privacy and trademark laws.  For a company to add their marketing to another's correspondence without consent, as it creates confusion, violates privacy rights and can lead to fines and lawsuits.  The unauthorized use misrepresents affiliation and can be see as deceptive advertising, requiring specific permission or clear opt-in/out mechanisms.

tab01
Level 1

How do I edit this email template?

These changes actually violate laws like CAN-Spam and TCPA also with some state privacy and trademark laws.  For a company to add their marketing to another's correspondence without consent, as it creates confusion, violates privacy rights and can lead to fines and lawsuits.  The unauthorized use misrepresents affiliation and can be see as deceptive advertising, requiring specific permission or clear opt-in/out mechanisms.

Carylynn
Level 1

How do I edit this email template?

this new change is absolutely absurd

 

we certainly will be looking for a new accounting software if we are stuck with sending an invoice via email the way Quickbooks want us to

 

absolutely the worst think Quickbooks has ever done

seckmann1
Level 1

How do I edit this email template?

The verbiage is rude as well as confusing if the invoice does not need to be paid (i.e. the invoice is a notice that the payment will be processed by the company at a later date).

 

Intuit should not be arbitrarily choosing what wording a company has to send to their customers regarding payments.

 

Intuit - listen to your customers and remove this immediately!

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