Set Email Template Based on Preferred Payment Method or Customer

Thanks for reaching out to us, SzaboSound.

Setting up an email template based on customer or their preferred payment method is unavailable in QuickBooks Desktop. I'd suggest choosing the correct template when sending invoices as a way around.

While this isn't available, you can submit your feedback to our product developer to make the program better by going to the Send Feedback Online on your QuickBooks Desktop.

In the meantime, I'd recommend visiting the What's New section on your QuickBooks, to stay informed with our latest news and updates including product improvements.
 

In case you need help with customizing your email template in QuickBooks Desktop, check out this article: Create custom email templates in QuickBooks Desktop. This will provide you steps on how to manage your delivery method as well as adding fields.

Feel free to drop me a reply below if you have any other invoice concerns or anything in QuickBooks Desktop. I'm always here to lend a helping hand. Have a great rest of your day!

It is very disappointing to hear there is no way to set a template based on individual customers, their preferred payment method, or even build a template with a field that refers to that data (which should be easily referred to since the data is already there). I do appreciate you confirming my suspicions that QuickBooks simply can't do what I need it to do. I have submitted a request for the feature to be added. In the meantime, I will look around to see if there is another platform that can better suit my workflow. 

On a side note, the link you provided (Create custom email templates in QuickBooks Desktop.) does not appear to have a list of available fields anywhere inside it. The only mention of "fields" I could find is indicated in this picture. Are there fields that are available that do not appear on the "Fields" drop-down menu inside QuickBooks desktop? If so, could you provide a link to that list of fields? I'd like to also get a field that refers to "date of service" which I could not find either (but less critical).

Thanks for getting back to us, SzaboSound.

We're always working on improving our platform, and feedback like yours helps us decide what features to add. Thank you for sharing and sending your suggestions to us.

Adding the "date of service" on the email template is currently unavailable in QuickBooks Desktop. For now, you can check the screenshot below for the available fields to use for the template.

Additionally, you might want to bookmark this link: Resource Hub. This will provide you with resources and videos about managing your QuickBooks Desktop account, income, expenses, inventory, and running reports.

Please know that the Community is always here to help if you have any other concerns. Have a good one!