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wallacea
Level 2

Anyone know how to remove an email template from an invoice? Every invoice I make seems to copy an old lengthy email I used one time.

 
Solved
Best answer June 30, 2021

Best Answers
katherinejoyceO
QuickBooks Team

Anyone know how to remove an email template from an invoice? Every invoice I make seems to copy an old lengthy email I used one time.

Thanks for coming back to us, @wallacea. As an additional insight, you only have one customization settings for your invoices. Once it's customized, the update will apply to all of your invoices in the future. 

 

You'll want to revise the message from the Customize section to personalize the email message your customers see with their invoices.

 

Here's how:

 

  1. Sign in to QuickBooks Self-Employed in a web browser.
  2. Go to the Invoices menu, then click the Create invoice button. 
  3. Select the Customize option above to open the customization window.
  4. Choose Email.
  5. In the Message field, type in your message.

 

Read and learn more about setting up your invoice preferences through this help article: Create invoices in QuickBooks Self-Employed. It also includes steps to turn on online payments so your customers can pay their invoices electronically.

 

You always have me around if you have follow-up questions. Have a nice day ahead!

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6 Comments 6
BettyJaneB
QuickBooks Team

Anyone know how to remove an email template from an invoice? Every invoice I make seems to copy an old lengthy email I used one time.

Hello there, @wallacea.

 

I know how to remove the old email that's showing up from your invoice template. I'd be happy to walk you through the process.

 

You can update or remove your email address by going to the Edit work info option on your invoices. It's visible in the upper corner of the header section of the transaction.

 

To do that:

  1. Log into your QuickBooks Self-Employed account.
  2. On the left panel, click Invoices.
  3. Search for the invoice.
  4. Press the drop-down arrow under the Action column. 
  5. Select Edit work info
  6. Enter the necessary information.
  7. Hit Save.

For more insights about navigating and working with QuickBooks Self-Employed, please check out this link: QuickBooks Self-Employed Video tutorials.

 

I'm here to help anytime you have other concerns with invoices or with QuickBooks Self-Employed. Have a nice day.

wallacea
Level 2

Anyone know how to remove an email template from an invoice? Every invoice I make seems to copy an old lengthy email I used one time.

Thanks for that! I am having issues with the actual body of the email, not the email address.

wallacea
Level 2

Anyone know how to remove an email template from an invoice? Every invoice I make seems to copy an old lengthy email I used one time.

Hello @BettyJaneB !

 

I am having issues with the body of the email persisting throughout new invoices, not the email address. Thank you for the info!

Mark_R
QuickBooks Team

Anyone know how to remove an email template from an invoice? Every invoice I make seems to copy an old lengthy email I used one time.

Thank you for getting back to us and clarifying your concern, @wallacea.

 

Allow me to step in and provide additional information about creating an invoice in QuickBooks Self-Employed (QBSE).

 

It seems that you're referring to the lengthy message of the invoice. You'll want to make sure that the Save as default message for future invoices option is unchecked when entering a note to the invoice. Turning on the option will copy the old message upon creating a new invoice. Thus, it causes a lengthy email template.

 

Just in case you want to learn how to track sales tax in QBSE, you can read this article for more guidance: Manually track sales tax.

 

Get in touch with me if you need more assistance managing invoices in QBSE. I've got your back.

wallacea
Level 2

Anyone know how to remove an email template from an invoice? Every invoice I make seems to copy an old lengthy email I used one time.

I forgot that there was a subsection of the "invoice" for the email. Fixed it!

 

I am not sure that the link provided is correct as it pertained to tax.

katherinejoyceO
QuickBooks Team

Anyone know how to remove an email template from an invoice? Every invoice I make seems to copy an old lengthy email I used one time.

Thanks for coming back to us, @wallacea. As an additional insight, you only have one customization settings for your invoices. Once it's customized, the update will apply to all of your invoices in the future. 

 

You'll want to revise the message from the Customize section to personalize the email message your customers see with their invoices.

 

Here's how:

 

  1. Sign in to QuickBooks Self-Employed in a web browser.
  2. Go to the Invoices menu, then click the Create invoice button. 
  3. Select the Customize option above to open the customization window.
  4. Choose Email.
  5. In the Message field, type in your message.

 

Read and learn more about setting up your invoice preferences through this help article: Create invoices in QuickBooks Self-Employed. It also includes steps to turn on online payments so your customers can pay their invoices electronically.

 

You always have me around if you have follow-up questions. Have a nice day ahead!

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