How can I modify the body of email used when sending invoices?

Good morning, @tpnink. 

Congrats on making your first post here in the Community. I hope your day is going well so far. 

I can show you how to change and edit info listed on the email when sending out a custom template invoice to a customer. Here's how: 

1. Go to the Gear (Settings) icon in the top right-hand corner. 
2. Under the "Your Company" column, pick Custom Form Styles. 
3. Double-click on the template you want to edit. 
4. Press the Emails tab next to "Content." 

From here, you'll be able to change any information that you want that's listed in this section. Here's a guide that can provide more details: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

Don't hesitate to ask any more questions that you may have. I'm only a post away if you need me. Take care! 

Candice,

Thank you, but I'm wondering how to modify the full template?  Is there any way to modify the total account balance or at least add text to label the amount as the total account balance?

Hi there, @tpnink.

I appreciate you following the steps provided by my colleague above. Let me add information about customizing the form style of the invoice.

I know you want to edit the invoice email page and add the word Total for the due amount. Currently, this feature is not available in QuickBooks Online. However, you can add some information every time you send an email but not in the Custom Form Style.

Refer to this article for more information about customizing invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.

You can also try importing form styles in QuickBooks Online. Check this article: Import custom form styles for invoices or estimates.

Also, if you want to create a recurring template, refer to this article: Create recurring transactions in QuickBooks Online.

Drop me a comment below if you have any other questions about customizing an invoice. I'll be happy to help you out.

It is disappointing that editing that template isn't available in QBO, but I appreciate your response Ethel.  

Hi,

We might be able to help you with this if you use a private email address.

Please feel free to contact us on [email address removed] or visit whyd.app

Thanks,

Whyd.app