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ConsolidatedOnGB
Level 1

Adding a unique email for each Invoice Type

I have three types of invoices.

I need to create and use a unique email message for each invoice type.

Currently I can only create and use one email message.  How do I create and save multiple email messages and select a message according to the the invoice used?  

I have looked in "Account and Settings --> Sales --> Messages" as well as "Custom Form and Styles" and it looks like I can only have one email message.

Can someone help?

 

Ken

2 Comments
KhimG
QuickBooks Team

Adding a unique email for each Invoice Type

Good day, @ConsolidatedOnGB.

 

Creating multiple email messages for different invoice types is currently unavailable in QuickBooks Online. As a workaround, you can manually edit the content. 

 

Please ready the personalized note, so all you need to do is copy and paste it to the body of the email before sending it to the customer. Here's how:

  1. Create the invoice and fill out the form.
  2. Click the Save and send button.
  3. In the Send email window, go to the Body section and paste the email message.
  4. Hit Send and close.

email 1.PNG email 2.PNG

 

For more information about handling invoices, check out these articles: Customize your invoice emails and Send and invoice.

 

In the meantime, let me take note of your input and pass it along to the appropriate department and team members for consideration on the next updates. A suggestion like this helps us determine what enhancements and improvements are needed to make our product more effective and convenient to use.

 

While we continue to make your experience with us even better, I recommend visiting our QuickBooks Online Blog to get the recent news, information about the latest features, and updates. 

 

If there's anything else you need help with, let me know by adding a comment. I'm more than happy to assist you. Have an awesome day!

brad24
Level 2

Adding a unique email for each Invoice Type

I also have this issue and need to have different emails depending on the invoice or client.

When I make the mistake of forgetting to modify the default email to match the invoice or client, it creates a mess.

 

It is really confusing that QBO has the email setup as part of the invoice style if multiple invoicese are supported but only one email format is actually supported.  It doesn't make sense to be able to create multiple invoice styles and only one email that can be edited from all of the different invoice styles.

 

Thanks!

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