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nancyl
Level 4

Changing the content of the email when sending an invoice

We are using QB Enterprise 21.0 Manufacturing and Wholesale.  Since 2017 until today, if we made a change in the body of an invoice email, it would send and be fine. Attached is a copy of one we changed.  Now when we send it to the customer, it defaults back to the standard invoice template email. In this case the customer returned equipment which adjusted the original invoice.  Once the invoice was adjusted, billing would click email and when the box pops up, she would change the words to reflect what she needs it to say.  We've been finding this easier than creating templates for everything. Does anyone know why all of a sudden we can't make this change? 

2 Comments 2
AlexV
QuickBooks Team

Changing the content of the email when sending an invoice

Hello nancyl!

 

It seems that you're using Outlook in sending invoices. Let me help you.

 

QuickBooks Desktop doesn't have control over this because the edits and sending are all happening in Outlook. As a workaround, you can edit the saved template on your preferences instead. Follow these steps:

  1. Go to the Edit menu and select Preferences.
  2. Select Send Forms. From the Company Preferences, edit the template.
  3. Tap Save, then OK.

 

Once done, you can now resend the invoices to reflect the correct words on the email.

 

Also, you'll want to use the web-mail. This option requires manual edit prior to sending the email. For the detailed steps, please check this link and proceed to the Set up your secure webmail to work with QuickBooks section: Connect your email to QuickBooks Desktop.

 

Furthermore, here are some of the articles you can browse. These will discuss more on how to handle Outlook issues:

 

Need more help with invoices? Leave a comment below and I'll assist you!

nancyl
Level 4

Changing the content of the email when sending an invoice

Thank you for your response.  I know how to do it that way but want to know why I can't do it the way we always did it.  Emailing in Webmail is both annoying the more trouble for us. I found the information below on the community page. I went to help on my QB desktop and requested a chat and waiting 15 minutes without activity.  Apparently this is an issue that they are aware off.  

https://quickbooks.intuit.com/learn-support/en-us/other-questions/emailing-invoices-not-saving-chang...

 

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