How do I change my estimate and invoice emails to align the text to the right? It is currently defaulting to center text. I cannot find option to change this. Help!

Good morning, @jessica-carlsonc. 

Thanks for reaching out. I hope you're enjoying the day so far. 

Would you mind sharing a screenshot of your current format? This way, I can get a good idea of what's happening and what you'd like to see. 

While I await your response, I wanted to mention changing your template. Some templates can cause all the text to flow to the center, as you've mentioned. I've included some steps and a screenshot below to help change the template. 

1. Click the Gear icon at the top.
2. Under Your Company, click Custom Form Styles.
3. To edit the template, click the Edit link under the Action column.
4. Select Invoice.
5. Go to the Design tab and click the Change up the template option.
6. Choose the style you want.
7. Go to the Content tab to customize the header, body, and footer of the invoice template.
8. Click Done when finished.

For additional information, check out Customize templates in QuickBooks Online. 

I'll be sure to keep an eye out for your response, and look forward to chatting with you soon. Take care!

The issue I am having is the alignment of the actual email not the template. 1) screenshot of email template where text is aligning to the left. 2) actual screenshot of email where content in email is being centered. 

I cannot find an option to change this. In the "design" tab of templates it only gives font and size, not alignment of text within in the email. 

Hello @jessica-carlsonc,

Thank you for getting back to us and providing screenshots about the issue. I'm here to help you fix the alignment of the message on an emailed invoice from QuickBooks Online.

Ideally, the message for the customer should show exactly like the preview from the Email tab of your template (your first screenshot). The system defaults the content alignment with the left margin, and a setting to change it is unavailable.

Since you're getting a center alignment, I recommend performing some troubleshooting steps. This way, we can isolate and figure out the cause of the problem.

For now, I recommend sending the invoice to a different email address. It'll help identify if the issue is something to do with the content viewing of your email.

Aside from that, you can also switch to a different supported browser. It will help check if the browser contributes to the unusual result on your end.

If the problem persists, please give us a call. We can check the issue further and open an investigation if necessary. Our support for Plus, Essentials, and Simple Start is available from 6 AM - 6 PM PT (Monday - Friday) and 6 AM - 3 PM PT (Saturday). For Advanced, any time, any day.

Here's how you can reach them:

1. Click the Help tab in the upper-right corner.
2. Go to the Assistant tab.
3. Click Get help from a human.
4. Choose Chat with us or Have us call you.

Also, there are recommended operating systems, internet speed, and your web and mobile browser for QuickBooks. To get the best experience, I've attached an article about it: System requirements for QuickBooks Online, Accountant, Payroll, and QuickBooks Self-Employed.

I'm just a post away if you have any other questions about your emailed invoices or template configurations in QuickBooks. Take care.

Hey I am having this exact same issue - was there ever a resolution for this? I only have color and font options in the design section. 

Hi there, @Loamnc. 

I'm here to ensure that you can send an invoice with the template and details.

As mentioned by my peer above, the system defaults the content alignment with the left margin, and a setting to change it is unavailable.

Have you tried sending the email to other recipient?  If so, I'd suggest accessing your QuickBooks Online account via a private window. This helps us determine if there's an issue with the browser.  

Here are the keyboard shortcuts: 

• Safari: Command + Shift + N 
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

Once logged in, email an invoice. If the details are now aligned, let's clear the browser's cache. This removes its stored files to ensure the program performs efficiently.

Aside from private browsing, you can also use other supported browsers. They'll provide the best and most secure experience with QuickBooks. 

Here are some articles that you can check anytime for additional reference about handling sales forms in QBO:

• Learn how to personalize and add specific info to sales forms.
• Email and customize sales form.

Please keep us posted on your progress in getting this issue resolved. It's always our priority to ensure you're able to send email invoices flawlessly. 

Can you tell me how you were able to edit the header and footer in the outgoing email to clients?  It looks lovely and I can see that it has your business logo.  The address section at the bottom also looks like it was edited. 

Thank you!!

Hi there!

I'd be glad to provide you the steps on how you can edit the header and footer on your email for invoices in QuickBooks Online (QBO).

The steps to do this may differ depending on whether you have old or new invoice experience. To find out which experience you have, check out this article: See what’s new with estimates and invoices in QuickBooks Online.

If you're using the old one, here's how to change it. First, create a new template or open the one that you're using:

1. In QBO, go to the Gear (Settings) icon at the top right, then select Custom form styles.
2. Open the form that you're using for the invoice or select New style.
3. Choose the type of form you’d like to create a template for.

Second, add the logo:

1. Click Design.
2. Give your template a name.
3. Tick Change up the template to choose a layout. These layouts are fixed.
4. Select Make logo edits to adjust.
5. To change the logo, click add + on the image. Choose one of your saved logos or add a new one.
6. To adjust the logo size and placement, select the size and placement icons.

Third, to customize the header and footer, here's how:

1. Click Content.
2. Choose the header, table, or footer on the sample form to start editing that section. You’ll edit each section separately. 
3. Select the checkmarks next to the fields you want to display on your form. Then select a different section (header, table, or footer) on the sample form to customize it.
4. Whenever you're ready to save your changes, hit Done.

On the other hand, if you're using the new invoice experience, you can refer to this article for the detailed steps on how to change it: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Here's an article you can read to learn more about how you can create and import an invoice logo: Add, customize, or remove logos on sales forms.

Please know you can continue to reach me here with any additional questions. Thanks for coming to the Community, wishing you continued success.

Solution

I too had the same issue where the invoice email's body content was Center Justified instead of Left Justified. The QB online chat person helped me to fix this today, as well as to set the Left Justification as my default for all new (not prior) invoices. These are the steps I took on a Macbook. 

Step 1 - Open a new blank invoice

Step 2 - On the new invoice, select Manage (gear icon), and the side pane will slide open (if not already open). 

Step 3 - In the slide out pane, select Design

My template was set to Modern, with default also set to Modern

Step 4 - Select Standard

Step 5 - to the side of Modern, click on REMOVE DEFAULT

Now, future invoices, starting with this one, will be set to the Standard layout (left justified text). As an added bonus, this new Standard setup also gets rid of a gray frame which surrounded the white email text field. This was only seen by the recipient, and it didn't look great. The formerly gray boarder is now replaced by white, so it is seamless between the email body text field and the boarder (same whites). 

Hope this helps other QBO users. The fix was not intuitive at all. I had created new templates, edited text fields, and nothing worked until changing the default, as found on the invoice page. 

We are delighted to learn that the solution provided by our QuickBooks Online (QBO) chat support for formatting your invoice email content was beneficial to you.
 

If you have any more questions or need further assistance with email formatting, please do not hesitate to reach out. Our team is always here to help.
 

Thanks for choosing us to manage your financial operations. We wish you a day filled with success and productivity!

• I love how the first question was answered with something unrelated to the question.
• I love the gaslighting on 'your browser is the issue,' even going so far as to passive-aggressively suggest you send it to a different email so you can see that QB is perfect.
• I love how it took two years to get a resolution.
• I love that the person providing the solution was an end user instead of someone paid by the company to provide solutions.