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nancy-richardson
Level 1

How do I access the supporting email content that is included in emailing an invoice? I need to customize/update that template. Thx!

I'm in a pinch and need this help today...thank you for your help!
1 Comment 1
Ryan_M
Moderator

How do I access the supporting email content that is included in emailing an invoice? I need to customize/update that template. Thx!

Hi @nancy-richardson,

 

I'll share the steps that you need to edit the email template that comes along with your invoices.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Hit the Sales tab. 
  4. Look for the Messages section, then click to view it.
  5. Edit what's in the Email message box as you wish.
  6. Press Done.

On the other hand, if you want to edit the way your invoices appear for your customers, then see this article: Importing Custom Invoice Templates into QuickBooks Online.

 

You're always welcome to post here in the Community if you have other questions about QuickBooks Online. Rest assured, we've got your back. I'll share the steps that you need to edit the email template that comes along with your invoices.

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Hit the Sales tab. 
  4. Look for the Messages section, then click to view it.
  5. Edit what's in the Email message box as you wish.
  6. Press Done.

On the other hand, if you want to edit the way your invoices appear for your customers, see this article: Importing Custom Invoice Templates into QuickBooks Online.

 

You're always welcome to post here in the Community if you have other questions about QuickBooks Online. Rest assured, we've got your back. 

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