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Ramos21
Level 2

Online Delivery...."Show Full Details in the email" not working

Hello all,

I would like all the details/breakdown of the invoice in the email body. I used to have Self Employed account and all the details and PAY INVOICE are in the email body.

In account settings > sale > Online Delivery I have the option "Show Full Details in the email" selected but still not showing. I am aware the PDF attached but like I said I would like to have in the email body

2 Comments 2
Giovann_G
Moderator

Online Delivery...."Show Full Details in the email" not working

Hello, Ramos21.

 

I get your desire to include every invoice detail in the email body. Currently, it isn't possible to automatically include the full details of the invoice inside the email body. Utilizing the online delivery feature is the only way to regulate how the email appears on your customer's end.

 

As a workaround, you can manually add the invoice details in your email body before sending it to your customer. This would be a great addition to future product development, I recommend submitting your product request through QuickBooks. Our Product Development team may consider this option.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your request.
  4. Hit Next to submit.

 

Additionally, I've added this article about recording payments for future use: Record invoice payments in QuickBooks Online.

 

I'll be around if you need further assistance in QuickBooks. Have a great day.

Ramos21
Level 2

Online Delivery...."Show Full Details in the email" not working

 Thank you very much for the quick response, I just wanted to stress out that in the self-employed account is able to get it done.

I upgraded my account from self-employee to simple start and I don't understand why this picture it's not in the simple start account

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