The phone number is the Email Template is an old number. The "Company Information" has the correct phone number. The email template will not allow to edit the phone number below the Company Name Field field. How do I update this old phone number? 

Let's work together to isolate this issue, @srager.

I recommend creating another template. This way, we can check if the template you're currently using is damaged. Let me walk you through the steps.

In your QuickBooks Desktop (QBDT) software:

1. Go to Edit menu
2. Select Preferences.
3. Click Send Forms.
4. Select the Company Preferences tab.
5. Under Email Templates, select the template type.
6. Click Add Template.
7. Enter the needed information.
8. Select Save when done and click OK.

Then, try to send an invoice to your email address to check if this fixes the issue. If it does, then I recommend deleting the damaged template and recreate a new one.

However, if the issue persists, I suggest updating your QBDT software to the latest release. This way, you'll have the latest fixes and security updates.

Let me also add this great article that provides detailed steps on how you can personalize your invoice: Use and customize form templates.

You can always get back to me if you have other concerns and questions about your QBDT software. I'm just a post away from you. Have a great day!

Thank you for this reply.  I'm a real estate photographer and need to display a unique address of the listing property in the subject line of every invoice.  I've been c/p the addresses in manually but my clients do not see those pasted address for some reason.  Instead of [Invoice Number] is there another field that can pull into the subject line such as [Note} or [Special] or something?  To be clear, I need one invoice to read: Invoice from [Business Name] from 1234 Oak St, then my next invoice would be Invoice from [Business Name] from 777 Sunny Way Dr

Thanks for joining this thread and providing detailed information about your issue, BPierce.

This may be caused by template damage which is why your client didn't see those pasted addresses. Let's repair a corrupted template to fix this. Repairing templates is pretty easy. Here's how:

1. Go to Lists, then choose Templates.
2. Right-click on the damaged template, and then click the Templates down arrow at the bottom left.
3. On the drop-down menu, click Duplicate.
4. On Select Template Type, select the appropriate type of template and click OK
5. Double click on the copy of the template – this opens the Basic Customization window.
6. Click Advanced Customization at the bottom of the Basic Customization window.
7. At the bottom, center of the Advanced Customization window, click the button Default. Please note this will delete all of the modifications in the template and reset it to the original default format.
8. Click OK on the Additional Customization window.
9. Click OK on the Basic Customization window.

Once done, test the defaulted copy of the template. If it works, recreate the template using the copy. But if it doesn't fix the issue, we'll have to repair the Template List. Here are the steps:

1. Resort the Template List.
2. If the issue still is not resolved, Back-up your Company file.
3. Use the above process to Repair a Corrupted Template for all of your custom templates returning each to their default state.
4. Run the Rebuild Data utility after you return all templates to default.

The instructions above should help you fix template issues.

I'm also adding these articles about fixing email template issues for your guide:

• Fix custom email template issues in QuickBooks Desktop
• Fix common issues when you use and customize templates

Please keep me posted on how the steps work. I want to make sure this is taken care of.

Can someone help me with sending Invoices out? I have QBs for Mac 2021. First time sending invoices with this new product. I try to send as I used to in older versions, going to file menu, click on e-mail invoice as PDF. The email get generated but the PDF does not attach. The computer is New from December when I got the software as well. 

Helping you send invoices with a PDF file attachment is my priority, JFazz.

Updating your QuickBooks Desktop for Mac to its latest release is a good start when it comes to fixing data-related issues. Here's how:

1. From the QuickBooks▼ drop-down, select Check for QuickBooks Updates.
2. If a newer version is available, select Install Update.
3. When prompted, select Install and Relaunch.
4. Once the update is complete, QuickBooks for Mac automatically opens.

Once done, go back to your file menu, make sure the ATTACH PDF option is selected and send a sample invoice. If it's still not attaching the PDF file, let's repair your Adobe Reader by following the steps below:

1. Close Acrobat/Reader and all open web browser windows.
2. Select the Start button at the bottom left of your screen.
3. Type Control Panel, then press Enter. Go to Programs and Features.
4. Select Acrobat or Adobe Reader, then Uninstall/Change.
5. In the Setup dialog box, select Next.
6. Select Repair, then Next.
7. Tap Install.
8. When the process is complete, select Finish.
9. Restart your computer and try sending invoices again.

Additionally, you can visit this file to know what's new in QuickBooks Desktop for Mac 2021: QuickBooks Desktop Mac 2021 User’s Guide.

Let me know if there's anything else that you need about this or with QuickBooks. I'd be happy to help. Have a good one!

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@user25542 wrote:
I have QB for Mac 2013 and commonly send invoices from QB using Apple Mail.  QB autofills the email address, subject line and "Dear <contact>" which is great, but I want to be able to modify these.  

The subject line has to be manually fixed each time because it puts parentheses around the invoice number as in: "Invoice No. (11111)" and I want to remove that.  Also, it puts a comma followed by the customer name in the subject line, which does not look professional and I'd like to remove that.  The autofill for the salutation in the email body includes the contact's full name and I'd like to change that to only include the customer's first name.  

I've looked and searched every way I can think of to find instructions to fix this to no avail. 

---

I finally figured this out! You have to be logged in as the Admin in single user mode, go to Edit / Preferences / Send Forms / Company Preferences / Email Templates - chose whatever template you need, in this case Invoices, will have a default, click on Add Template, it will rename a new template for you and bring up the current template, change it however you need, then check mark the Default template check
mark, and save it, and it should now by your default template for emailing invoices.

I have been able to open new templates and even edit the one I have. I don't have the save > ok buttons to save it. 

Hello there,

When you utilize a template for an invoice and then create another invoice, the same regular template should appear. This configuration will remain in place unless you decide to switch to a different template.

1. Go to Customers and then Create Invoices.
2. Create a new test invoice, with a standard template.
3. Select the Template ▼ dropdown menu.
4. Select one of the Intuit templates listed.
5. Enter Customer and Item details on the Invoice.
6. Click Save and Close.
7. Choose Customers then Create Invoices to see if the Intuit template option is now on the default selection.

If your customized template doesn't save and the new template doesn't show when you create another invoice, you may have damaged the template. In case you have a backup of the time when the customized template was functional, you could restore it. However, if restoring a backup doesn't sound feasible, then the only option left is to recreate your customized template.

I'll leave these articles for future purposes:

• Fix common issues when you use and customize templates.
• How to customize or create a template in QBDT.

For additional QuickBooks-related concerns, don't hesitate to post them here in the Community. We're always available and willing to lend a hand to your queries. Have a great day ahead.

Thank for the reply. I don't have a question about creating those templates. I need to update the phone number in the email, but the preferences page is not allowing me to change it or to create a new email.  Any thoughts?

Hi there, JRR49.

Thanks for getting back to us. I'm here to help ensure you can edit your invoice template in QuickBooks Desktop (QBDT).

When editing an invoice template, you can choose the contact information you want to display on the invoice in the Change company & transaction information section. You can easily update any of this information by selecting Update Information.

Are you receiving any error messages when attempting to save the invoice template? Any additional details you can provide will assist me in finding the best solution for your issue.

In the meantime, let's isolate this by running the built-in Rebuild and Verify tools. It allows your QuickBooks software to refresh the data inside the company file.

Here's how to do it:

1. In QBDT, go to the File menu, then hover over Utilities and select Rebuild Data.
2. On the QuickBooks Information window, select OK. Follow the onscreen steps to save a backup.
3. Let the tool repair your file. It may take some time. QuickBooks may seem stuck, but as long as you can move your mouse, the tool is working.
4. When the tool finishes, select OK.
5. Go to the File menu. Then hover over Utilities and select Verify Data.
6. Let the tool check your file for data issues.

If QuickBooks doesn't find any problems, select OK. You can keep using your company file. You don't have any data damage. If it finds an issue, select Rebuild Now.

If the same thing happens, check out this article and proceed to Solutions 2 - 4 for more troubleshooting steps: Fix data damage on your QuickBooks Desktop company file.

Once done, try to edit the invoice template again to double-check. Please refer to this article for future reference: Use and customize form templates.

Please let me know if you have additional questions about this or anything else. I'm more than willing to assist. Take care.

Hi Fritz,

We are talking about two different items to edit.  Here is the use case that I am tryin go to solve:

1. Open Create Invoices - Accounts REceivable dialogue

2. complete invoice details

3. SAve

4. Click "Email" from the menu.

5. An email opens, attaches the invoice just created and prepares the to, subject, etc to email the invoice to the customer.

In Step 5 - the information populated into the body of the email is now incorrect.  So, Use case 2:

1. Open Edit > Preferences > Send Forms

2. Click Company Preferences Tab

3. Select Basic Invoice from the list

4. Click Edit and make changes

----ERROR - No Save button or acknowledgment of the change. I "X" out of the form from the top right, "Ok" out of preferences. Repeat use case 1 and no change has been made. 

Use Case 2 - Step 4-Alt =: Click "Add Template"   

In the last test - Step 4-alt, it actually worked today. So this resolves my issue today. I hope the steps above helps with the first option in the software. 

Hi JRR429,

Thank you for sharing this portion of the steps that helped resolve the issue. I'm confident that many users will also find your instructions beneficial. If you require any further assistance, please don't hesitate to return to this thread. We're here to help!