If you want to tweak the content of your QuickBooks-generated emails, it’s easy to do.
Open your company in QuickBooks and click Edit / Preferences / Send Forms / Company Preferences
You can then change the default email template for a number of forms, and for reports in general.
Let’s say you want to add an invoice number to your emailed invoices’ subject line. Click on Change default for Invoices
You’ll see kind of a template for your emailed invoices.
In the subject line prompt, make sure that <NUM> is there, e.g. “Invoice <NUM> from Rock Castle Construction”
This is also the place where you can change verbiage in the body of your emailed invoice or add a bcc email address (nice if you want a copy of the invoice to come back to you).
You can use this method to make changes to email templates for these forms in QuickBooks:
* Sales Orders
* Sales Receipts
* Credit Memos
* Purchase Orders
* Pay Stubs
* Overdue Invoices
* Almost-Due Invoices
Been having the same problem... I just saw there's an option:
Edit>Preferences>Send forms>My Preferences> Use "Plain Text" format for e-mailed invoices.
Checking that box gets rid of all the horrid blue bordering when sending an email. But...of course...we lose the ability to have any HTML formatting at all. ugh
Hi there, pb accounting.
Thank you for taking the time to post in the Community and sharing your feedback. I'm here to provide some insight regarding the Preferences for sending forms.
QuickBooks doesn't currently have an option for keeping the HTML format when choosing the Plain Text option. For additional insight about this, I'm also including this article: Customize email templates in QuickBooks
I can see how adding the option to edit the format of your invoices when emailed could help your business exemplify its style. I'll be sure to submit feedback, which is sent to our Product Development Team when considering features to introduce in software updates. QuickBooks is constantly improving thanks to the ideas provided by users, like yourself.
Please let me know if there's anything else I can do to be of assistance. I'm always here to provide help and answer any questions that you may have. Cheers.
Yes, This has been an issue for us here as well. We want to track the emails sent but hate that it defaults to a Jobname or number. We want the invoice number to lead our invoices sent to clients.
Thanks for joining the thread, kolony2000.
First and foremost, I want you to know that your voice matters and I appreciate that you took a moment of your time to provide us with additional feedback.
That said, I'm making it my top priority that your feedback also reaches our engineers and make them understand the importance of this option. After all, updates and changes to QuickBooks are largely the results of feedback provided by users.
Please don't hesitate to touch base with me here in the Community if there's anything else I can do for you. I assure you that I'll do my best to help you out.
I am trying to add the customer name in the subject of an email for a statement and then add the customer's contact name to the body. How do I do that?
Hello there, @Bob M!
You can customize a template for your customer's statements so you can enter their personal information as the content of the email. I'm here to help you accomplish this.
In addition, here's an article you can read to learn more about how you can customize an email template: Create Custom Email Templates.
Lastly, I've also included this helpful article that'll help you send your customer's statement using the email template you recently created: Create and Send a Billing Statement.
If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.
I was looking for a way to have a generic form and have it pull the needed information from the different customers information. I have been able to do this on an invoice using <NUM> in the subject line, but not able to pull the customers name or contact name. I tried <LASTNAME> <CUSTOMER>, but this does not work.
I was looking for a way to pull the information from the customers data. I have used <NUM> in the subject line for invoices, but not able to put the company name on the subject line in statements or invoices. Also, would like to put the customers contact name in the subject.
Your way, I would have to create a statement template for each customer, I think.
Thanks for providing us the detailed information of your concern, @Bob M.
Also, to know the latest news and updates on what's coming in QuickBooks, you can always visit our Product Updates page for reference.
As always, keep me posted if you have other concerns or questions. I'm always here to help.