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rosabillen
Level 1

How can I edit the customer facing invoice email? It only allows me to edit certain content. I don't like that under my company's logo is my company's name again.

Why can you only edit part of the content and not the whole thing?
3 Comments 3
JasroV
QuickBooks Team

How can I edit the customer facing invoice email? It only allows me to edit certain content. I don't like that under my company's logo is my company's name again.

Hi there, @rosabillen.

 

You can adjust the placement of your company logo so it won't display above your company name. Let me guide you how.

 

In your QuickBooks Online (QBO):

  1. Go to the Gear icon.
  2. Select Custom Form Styles.
  3. Select a Custom form style and click Edit.
  4. Go to the Design tab and click Make logo edits.
  5. Then adjust the placement of the logo.
  6. Once done, click Done. 1.png

I've also got you this article for more details on how to customize your invoice: Customize your Invoices, Estimates, and Sales Receipts in QuickBooks Online.

 

However, you can also import your own custom form style design in your QBO. Here's an article you read for the detailed steps on how to import custom form styles for invoices or estimates in QBO.

 

I see how the option to edit the whole custom form style in QBO could benefit you and other users. I'll be glad to submit this feature request to our product engineer so they'll consider adding this in the future.

 

If you need further assistance, you can always leave a comment below. I'll be happy to assist you. Take care!

rosabillen
Level 1

How can I edit the customer facing invoice email? It only allows me to edit certain content. I don't like that under my company's logo is my company's name again.

Thank you for your help, but I knew how to do that part. I need to be able to take my company's name off the email content and only display my logo (which is my company name). It looks redundant.

Adrian_A
Moderator

How can I edit the customer facing invoice email? It only allows me to edit certain content. I don't like that under my company's logo is my company's name again.

Thanks for getting back to us, rosabillen.

 

I've got the steps on how to do this in QuickBooks. Just a heads up, removing the company's name on the email also removes it from the sales form. Please follow the sequence below in order to do it:

 

  1. Click the Gear icon, and then select Custom Form Styles.
  2. Click the Edit link of the invoice template.
  3. Go to the Content tab.
  4. Click the pencil (edit) icon on the header section.
  5. Deselect the Business name box.
  6. Click Done.

You can also use these screenshots to guide you more:

 

 

Then if you want to print an invoice, you can check these articles:

 

You always have my back if anything arises. Thanks for dropping by!

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