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exportmanagementsysteminc
Level 1

How do I edit the template when I combine forms to a recipient in one email?

The template changes when you combine forms instead of sending them individually. How do I edit that? In the company preferences in the send forms section, I don't see that default template anywhere.

6 Comments
Rasa-LilaM
QuickBooks Team

How do I edit the template when I combine forms to a recipient in one email?

Welcome to the Community, @exportmanagementsysteminc.


We’ll have to open the Template page to edit the transaction’s display. Here’s how:

 

  1. Go to Lists at the top menu bar to choose Templates.
    vt.png
  2. Right-click beside the invoice you're working on to select Edit template.
    vt1.png
  3. This will open the Basic Customization page.
    vt2.png
  4. From there, perform the necessary changes to the template.
  5. Click OK once done.
  6. Next, go back to the Send Forms window to email the transactions.

Let me share the Use and customize form templates guide for more details. It outlines the instructions on how to personalize a form as well as steps to import or export a template.

 

Keep me posted if you need help while working in QuickBooks. I'll pop right back in to assist further. Have a great rest of the day.

exportmanagementsysteminc
Level 1

How do I edit the template when I combine forms to a recipient in one email?

Hello,

 

I made a mistake with my post. I didn't mean a template, but the body message when sending invoices. When I send individual invoices, the body message is what I wrote. When I switch it to "Combine forms to a recipient in one email," it changes the message completely and I can't find where to edit it.

 

Thank you.

exportmanagementsysteminc
Level 1

How do I edit the template when I combine forms to a recipient in one email?

Hello,

 

I made a mistake with my post. I didn't mean a template, but the body message when sending invoices. When I send individual invoices, the body message is what I wrote. When I switch it to "Combine forms to a recipient in one email," it changes the message completely and I can't find where to edit it.

 

Thank you.

MaryLurleenM
Moderator

How do I edit the template when I combine forms to a recipient in one email?

Hello there, exportmanagementsysteminc,

 

You'll want to select Batch in combine sending the invoices. That way, it'll show the body message you wrote. Here's how:

 

  1. Go to Customer Center.
  2. Select a customer, then open an invoice.
  3. Click the dropdown under Email, then select Batch.
  4. Note that all transactions will show on the Send Forms window.
  5. Select the transactions you want to send, then click Send Now.

Furthermore, you have an option to edit the Body message before sending it.

 

Let me know if you need further assistance.

exportmanagementsysteminc
Level 1

How do I edit the template when I combine forms to a recipient in one email?

Hello,

 

Do I have to click on "batch" under email every time I would like to send multiple forms? The issue I'm having is that when I click on "File" and "Send Forms," it sends batch invoices with different body text.

 

I attached a picture of the issue. I blurred it out for security reasons but you may get the idea.

 

If you look at the top picture, when I send invoices individually, the body text is what I would like to write. The bottom picture when I have the "Combine forms to a recipient in one email" checked, it changes the body text to something else.

 

I'm trying to figure out how to make change that permanently.

 

Thank you for your help.

AileneA
QuickBooks Team

How do I edit the template when I combine forms to a recipient in one email?

Hello, @exportmanagementsysteminc.  

  

QuickBooks Desktop allow you to change the default text for invoices, estimates, sales orders, and other documents that are commonly e-mailed from within QuickBooks. Once you have made your updates, the changes you've made will take effect.

 

Though, You'll need to add a new template and make changes afterward.

 

Here's how:

  1. Click Edit, and select Preferences.
  2. Select Send Forms.
  3. Choose the Company Preferences tab.
  4. Click the Add Template button.
  5. Enter the template name and check box the Default.
  6. Modify the subject and the body of the email.
  7. Click Save.  
  8. Tap OK.

 

Pref..PNG

 pref1.PNG

 pref2.PNG

 

After that, you can go to the File menu and select Send forms. From there you can select one of your templates when you send a batch of emails. 

 

You may check out this article for additional information about the process: Create custom email templates in QuickBooks Desktop

 

Also, feel free to read these handy articles for your reference: These articles will guide on how to fix email template issues, create custom Field, and customizing forms:

 

 

Don't hesitate to leave a comment below if you have follow up questions. I'm always to help. Take good care. 

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