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1nkd
Level 1

Send invoice email summary has a hidden text field - cant remove

Hi all, new to QB.  - Quickbooks Online version

 

I initially had a click around & put a custom field within the 'send email invoice summary' when I made the account.. This contains some now outdated bank details, I would like to remove this field entirely (red cross marked up in image)

 

I have since updated a new business bank account & have now put these details in the footer of the invoice.  (green tick marked up in image)

 

Spent approx. 2 hours looking for the old details last night.

Hence, my question here


Thanks in advance

 

When I go to send the invoice to a client, it shows the old banking details in the email summary. Any ideas where I can find this hidden field & remove it?

2 Comments 2
MJoy_D
Moderator

Send invoice email summary has a hidden text field - cant remove

I can help you with editing or removing the payment details of the invoices, @1nkd

 

You can go to the Content tab of the template that you're using for your invoice to edit the business bank account and payment details in the footer of the invoice. 

 

Follow the steps below:

 

  1. Go to the Gear icon and select Custom Form Styles under Your Company.custom form styles.JPG
  2. Search for the template, then choose Edit below.edit template QBO.JPG
  3. Click the Content tab and click the pencil icon in the bottom-right corner.
  4. Check the details in the field below Add footer text.add footer qbo.JPG
  5. Select Done.

 

Please visit this customize invoices, estimates, and sales receipts in QuickBooks Online article. It contains detailed instructions about personalizing custom templates.

 

This article will help you fix the error you'll encounter when customizing your templates in QBO: Fix common issues when you use and customize templates.

 

You may also find these video tutorials helpful in getting started with QuickBooks Online: Video tutorials for QuickBooks Online

 

I'm still with you if you have more questions about your invoices and or any other concerns for QuickBooks Online. Take care and have a great rest of the day!

1nkd
Level 1

Send invoice email summary has a hidden text field - cant remove

Hi @MJoy_D 

Thanks for the reply,

 

I am able to access and modify this part of the custom form style;

However, there is still a text field that only shows on the 'send invoice email' preview.

This text is not located in the 'custom form style' within the 'body' or 'footer' location

 

I had set this text information on a trial account to the QB software, where it may be possible that I had additional menus available to me at the time, which have now been removed on the QB - Online version

 

See additional attached image;

Will further look through your video links provided now & respond accordingly if I find a solution :)

 

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