Question

Different Email Messages for Different Invoice Templates

Forum|Forum|4 years ago
August 29, 2022
10 replies
50 views

I want to be able to create multiple Invoice templates that have different email messages.

Right now, if you create one Invoice template, and then create a second template, with a different email message than the first template, the message you type in the second template will then change the different message you had in the first template.

Why can you not have different messages in different templates? Why must they all be the same? This should be changed.

QuickBooks Online

M

Mark_R

Moderator

It's good to see you here in the Community, @embersllc.

At this time, QuickBooks has only one default email message sent with sales forms. Thus, creating different email messages for different invoice templates isn't available.

I understand that this option can help save you time editing email messages when sending invoices to your customers. For now, I suggest submitting feedback directly to our product engineers. This way, they can review your request and add it in future updates. To submit feedback, you can click the Gear icon and select Feedback. Then, enter your suggestion and click Submit.

You may want to view the status of your sales transactions in QuickBooks. You can go to the Sales menu and select All Sales.

Our Community forum is always open to help you again if you need further assistance on this concern. Wishing you continued success.

E

embersllcAuthor

Mark,

Thank you. I have submitted my feedback to to your Product Engineers. What is the response time?

A

Anonymous

I appreciate your feedback about adding another email address for different invoice templates, @embersllc.

Currently, we’re unable to provide you with when the feature will be available in QuickBooks Online (QBO). Every request is subject to review by our product developers. Thus, depending on the number of requests made by the consumers.

Moreover, you’ll want to frequently check this website to get insights about the feature you’re requesting: Firm of the Future

Let me know if there’s anything else that I can assist you with. The Community always got you. Have a good one!

A

AmyLand

Not only the Emails but also the contents within the Invoice itself. In my business we send several different types of invoices and the notes in the invoice as well as the Email need to have specific information. QuickBooks Desktop this worked flawlessly as you could pick your template and your preloaded information was ready to go. This is super time consuming having to fill in the notes on each invoice as well as the Email. I am looking for another accounting software!

D

dromano

Hi Amy-

Our company has a very similar requirement regarding different messages/information for separate invoice templates. What was your internal workaround given that Quickbooks changes the messaging on all invoice templates to be the same?

D

Dingonello

Quickbooks still lacking this feature is pretty frustrating after seeing it requested a couple of times online in the last 5 years. Additionally, there should at least be a warning or a footnote when informing the use that changing email contents on one invoice template changes email contents on all invoice templates.

Yes it is 2025 so as QBO keeps charging me more but giving me less, they could add this simple functionality with the email address. I have several brands with different email addresses. I guess I too will be looking for a new software package too! Cheers Russ

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