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Level 2

Quickbooks Desktop doesn't behave with emailed invoice templates.

I have gone to:

Edit -> Preferences -> Send Forms -> Company Preferences Tab and created an invoice template as below:


Dear [Name-First-Last]:

Your invoice-[Transaction-Number] is attached. Please remit payment at your earliest convenience.

Thank you for your business - we appreciate it very much.

Sincerely,
[Company-Name]

[Company-Telephone]
[Company-Website]

 


Here is what quickbooks desktop is sending!:

 

qb craziness.png

 

Notice the item circled in red.  That is NOT in my template.  It's like Quickbooks is vying for apple on who can do things that you don't ask for! :)  Does anyone know how to remove that section?

 

 

1 Comment
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Moderator

Quickbooks Desktop doesn't behave with emailed invoice templates.

It's nice to see you here in the Community, @robclay.

 

Thanks for sharing the steps you've tried and providing a screenshot. I can help remove that section, so your customer will only see the template that you created when sending an invoice in QuickBooks Desktop (QBDT).

 

All you need to do is to enable the Use Plain Text format for e-mailed invoices on the Preferences. Here's how:

 

1. Go back to Edit menu at the top, then choose Preferences on the drop-down.
2. Pick Send Forms again on the left panel, and go to My Preferences tab.
3. Put a checkmark on the Use Plain Text format for e-mailed invoices, then click OK.

 

 

That should do the trick! You may create a dummy invoice and send it to your personal email to double-check.

 

You probably already know how to create email templates but just in case you can visit this article for future reference: Customize email templates in QuickBooks.

 

Please let me know how it goes or if I can be of additional assistance. I'd be glad to answer should you have any follow-up questions. Take care and have a great rest of the day.

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