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Frequent Explorer *

Re: Confusing invoice layout in emails

Dear FritzF,

 

[removed by moderator]

 

Quickbooks is again putting the onus on other people to take action to correct the mess they have made.

 

FritzF, an even easier solution to resolve the problems everyone is having would be for Quickbooks to undo the mess THEY HAVE CREATED and revert back to the style that worked for everyone.

Community Manager

Re: Confusing invoice layout in emails

Just a reminder to everyone, while we encourage you to express your point of view and voice your concerns, we also do not tolerate abusing or insulting other members.   I have edited @GRANTAK's response and this post serves as a reminder that we do have terms of use that we expect everyone to abide by.   

 

You can read our rules of the road here, and if you have any questions you can always reach out to a moderator or host.  

Not applicable

Re: Confusing invoice layout in emails

@FritzFThank you for your response.

 

However - this has nothing to do with the PDF invoice. Like the rest of this thread, it is all about the new *e-mail* version of the invoice. The right third of it is not visible.

 

So, with that said, again, our problem is that the *e-mail* version of the invoice is not visible on the client's end. The old version of the email worked great. The new version does not work. Old version good, new version bad.

 

Thank you.

Frequent Explorer **

Re: Confusing invoice layout in emails

The current email layout which shows either a short summary or full details in the content of an invoice email has prevented a timely payment of over $75,000 due to it's confusing nature.  

The inability to remove the summary/details from the email template now requires the CEO of my company to edit and attach the .pdf of the invoice to a personal email - rather then have the invoice sent directly from the Accounting department using Quickbooks.

 

When will this be changed and how can you justify increasing the monthly cost of QB online when email content to our customers is not customizable??

 

One would hope that Intuit/Quickbooks makes a change soon. :manfrustrated:

Moderator

Re: Confusing invoice layout in emails

@tiernieb Empowering businesses to use our platform to accept payments is a top priority and I am so sorry to hear about payment delays.

 

When emailing invoices from QuickBooks Online, users now have the option to choose a detailed or summary invoice email template. The details version displays full invoice details within the body of the email. The summary version is a simplified invoice email template that highlights the key invoice information within the body of the email.

 

If you are interested in the invoice summary email template, please email: CustomFormStyles@intuit.com

 

(Subject Line: Invoice email template summary) and within the body of the email include:

 

1. Business Name

2. QuickBooks Online company iD

 

We look forward to hearing from you.

Community Contributor *

Re: Confusing invoice layout in emails

OK  could you please give us directions as to how we choose between the two templates? I don't see anything that would let me make that change  

Frequent Explorer *

Re: Confusing invoice layout in emails

OK - a question fro the Quickbooks advisers.

 

There are various replies in this thread which state that users have the option of what type of email template to use.

 

I don't see where, and I think we are all talking at cross purposes.

 

When you create an invoice using 'Import Style' you can create any format of invoice you wish, HOWEVER, you cannot control the layout of the covering email (other than the customised TEXT that you want in the message).

 

I ask my original question again - why can't quickbooks revert back to (or at least give us an option to choose) the original email format (as per pictured below)?

 

 

Senior Explorer **

Re: Confusing invoice layout in emails

To get the short summary (no line item detail) in the invoice email...

 

quickbooks-online-email-invoice-short-summary.JPG

 

Frequent Explorer *

Re: Confusing invoice layout in emails

Dear #scottkeen,

 

Thank you for the reply, but this option makes no difference to the covering email when using a imported customised email.  It still has all the invoice details within the email and has the very misleading 'Review and Pay' button, rather than a simple 'View Invoice'.

 

Therefore I still ask for an answer from Quickbooks to my original message.

Frequent Explorer **

Re: Confusing invoice layout in emails

I was able to simplify the invoice email using QB!

 

Go to Account Settings | Sales | Online Delivery 

 

  1. Under "Email options for all sales forms" select "Show short summary in email"
  2.  Select "Attach as pdf"
  3. Under "Additional email options for invoices", select the "HTML" format

 

This is a very simple email that explains to our customers in the header that the invoice is attached as a .pdf file.  See attached image.

 

I was super excited to find this resolution to our problem of listing the line item detail in the contents of the invoice email.  Hope it works for you 

View solution in original post

Frequent Explorer *

Re: Confusing invoice layout in emails

Dear #tiernieb,

 

From the image that you attached, can I assume that you are in the US?

 

I suspect that the options available to us here in the UK are different, for example, under Additional Email Options for Invoices I have the choice of 'Online Invoice' or 'Plain Text'.

 

Again my question to the Quickbooks team is - WHY CAN'T YOU REVERT BACK TO THE ORIGINAL STYLE?

Content Leader

Re: Confusing invoice layout in emails

@tiernieb

 

Thank you for sharing this with the board! This is a simple yet effective solution for some. How receptive have your customers been to the short summary? @JulianC mentioned the short summary feature in a previous post, he can probably tell us a bit more about it.

 

Again, we on the community team appreciate everyone's feedback and the multitude of perspectives. 

Community Contributor *

Re: Confusing invoice layout in emails

I'm assuming this email summary version is also not available in Canada because I don't have that option either.

Senior Explorer **

Re: Confusing invoice layout in emails


@GRANTAK wrote:

Again my question to the Quickbooks team is - WHY CAN'T YOU REVERT BACK TO THE ORIGINAL STYLE?


I agree. If we have to check Summary for our emails anyway, wouldn't it just make more sense to GO BACK TO THE WAY IT WAS BEFORE THIS FIASCO??

 

This has and continues to be an absolute exercise in stupidity.

 

Senior Explorer **

Re: Confusing invoice layout in emails

Here's an idea for the brain-trust at Intuit.

 

Ask your users (aka your customers who pay you money) what WE, THE PEOPLE want. Your sales to us should be driven by what WE, THE PEOPLE want, not what you think might be best for our businesses.

 

Why don't you take a poll?

 

A. Revert back to the ORIGINAL invoice email layout

B. Keep the NEW invoice email layout with SUMMARY and FULL LINE ITEM DETAIL options

Not applicable

Re: Confusing invoice layout in emails

With this option your client won't be able to pay online

Not applicable

Re: Confusing invoice layout in emails

My issue is a bit different but when I send from Desktop through QB using both the payment options or not the PDF has my address all jacked.  See attached.  This is new and has just started.

Any ideas.  When I save as a PDF in QB it is fine!

Thanks in advance...

Elaine

Content Leader

Re: Confusing invoice layout in emails

@ebeard5

 

Hey there, Elaine.

 

I do see the strange rendering going on with the address, I'm determined to help you get that fixed. I recommend running the PDF repair tool to see if that improves the outcome. The instructions below will help you get started:

 

  1. Head to the PDF repair tool guide.
  2. Scroll until you see the large, green Download button.
  3. Click the link to download the tool and follow the on-screen instructions to install and run it.
  4. Once it has finished, it's recommended that you restart your PC.
  5. Try sending another invoice PDF from QuickBooks.
     

If the issue persists, there are a few more troubleshooting steps listed in the guide that can help to resolve the error. Please keep me posted on your results with this, I'm here to ensure your success. Thanks for coming to the Community, I'll keep an eye out for your response.

 

Not applicable

Re: Confusing invoice layout in emails

Has this problem with layout been solved?

Frequent Explorer *

Re: Confusing invoice layout in emails

No.

 

I have given up all hope that Intuit are even interested in what their own customers want.

 

I have now settled into a routine of copying the URL link for the invoice and sending this as part of an email from my separate email client.

 

It's not ideal - but at least this way I can send an email that is simple to understand and gives my client a clear option to 'click & view/download' their invoice.

 

I think the people at Intuit need to have a good hard look in the mirror.

Highlighted
Community Explorer **

Re: Confusing invoice layout in emails

EXACTLY!
I just ran a few months with Quickbooks, Xero & Wave.

I chose Quickbooks for various reasons even though it is twice the cost of comparable Xero product.  (Wave is Free)
And the only thing that kept me in limbo of using Quickbooks was this HORRIBLE Invoice email.
My work-a-round is to either
1.) email the invoices to myself and then I forward them to my client with my own email template
or
2.) always choose "send later" and just download the .pdf and email that to my client.
(again, I could use a locally saved email template or starter email from my outlook)

The big question is why can't we just edit this.  The email content shows up in the customize window.

Moderator

Re: Confusing invoice layout in emails

Hello, @ScubaDad.

 

I appreciate you sharing the option that you'd like on the email layout your customers received when sending an invoice. I'm happy to help sort this out.

 

I'll be sure to pass along your request to see more customization within the program for the email layout you sent to your respective customers. I would also like to invite you to leave feedback for the Product Development Team and let them know about the changes you'd like to see. This can be done directly through your account by clicking the Gear icon in the top right corner, then selecting Feedback or by going to the following link: https://feedback.qbo.intuit.com/. Please know that I'm going to submit your request on my side as well.

 

QuickBooks Online is constantly changing and evolving based largely on the suggestions and requests of users, like yourself.

 

That's it! Thanks for being a part of our QuickBooks family. Please let me know if I can be of additional assistance by leaving a comment. Have a great weekend!

Frequent Explorer *

Re: Confusing invoice layout in emails

Dear FritzF,

 

I have to challenge your statement "QuickBooks Online is constantly changing and evolving based largely on the suggestions and requests of users, like yourself."

 

If you look through the history of this posting, and various other similar postings, you will see that time and time again, and for the sake of repeating myself, time and time again, members have been asking why Quickbooks cannot revert back to the original email format which everyone was happy with.

 

This has consistently been ignored by Quickbooks, so I cannot see how you can justify your statement that Quickbooks evolves because of the requests from users.

Anonymous
Not applicable

Re: Confusing invoice layout in emails

I must say the same on my side having used other accounting solutions it is surprising that Quickbooks wants to splash its branding all over emails taken from their system as if users are not paying for it. A simple small line of powered by quickbooks would have been much better. I can assure you that this has not been attended and led me to this thread. The former invoicing email was much better and for this reason I don't see why I would move from another solution. That being said, I will consider them in future and keep checking on how these things play out. That customer email is simply confusing and no other words to describe it at all and you can't edit what most of the users on this thread are complaining about and months later there is not a fix of some kind?

Not applicable

Re: Confusing invoice layout in emails

I am very new to Quick Books, having just created my account a few days ago.  I was thrilled with what I encountered until I saw what the email looked like.  Both the complete, and summary, version are quite offensive.  That large amount due, simply screams at one's customers.  I wrote an email to customformstyles as was suggested and now wait and see.  I fear I will end up joining those who end up saving invoices as a PDF and then emailing them separately, but I do wish this was not necessary. 

 

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