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mcoda1
Level 1

edit the EMail Template that Invoices use?

edit EMAIL Template?
1 Comment 1
JamaicaA
QuickBooks Team

edit the EMail Template that Invoices use?

It's my pleasure to walk you through editing the invoice template in the Custom form styles menu, mcoda1.

 

You can create attractive, professional-looking invoices in QuickBooks Online. To edit the email template for your invoices, create a new style or modify the existing ones according to your preference. I'll show you how.

 

  1. Go to the Gear icon, then select Custom form styles (Take me there).
  2. Choose the template you'd like to customize, then click Edit.
  3. You can also tap New Style, then pick Invoice.
  4. A new window will open where you can see the Design, Content, and Emails tabs. You can start tailoring the template on the Emails page.
  5. Hit Done.

 1.png2.png

 

Additionally, we can do the same to your Sales settings to adjust the email message sent with sales forms. Follow the steps below:

 

  1. Go to the Gear icon, then select Account and Settings (Take me there).
  2. Click Sales on the left pane.
  3. Scroll down to the Messages section to make changes.

3.png

 

If you'd like to personalize a specific part of a template for sales forms, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Save this link for your guide when receiving sales revenues from customers in the future: Record invoice payments in QuickBooks Online.

 

I'm only a post away if you need more help editing your invoice template in QuickBooks. I'd be delighted to help you out again. Have a wonderful day.

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