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B
bbruck-voice-iaf
February 2, 2022
Question

How to customize invoice emails?

  • February 2, 2022
  • 1 reply
  • 0 views
I do not want the invoice amount or other information to appear on the email when I send an invoice. Is there any way to create a simple transmittal email with text of my choice and attach the invoice?

1 reply

Z
ZackE_QuickBooks Team
QuickBooks Team
February 2, 2022

Thanks for getting in touch with the Community, bbruck-voice-iaf.
 

You can edit your default email message in Account and settings.
 

Here's how:

  1. Use the Gear (⚙️) icon.
  2. Choose Account and settings.
  3. Access your Sales tab.
  4. In the Messages section, click your Pencil (✏️) icon.
  5. Enter the desired message in your Email message text box.
  6. Hit Save.
  7. Select Done.


I've also included a detailed resource about creating custom invoice templates which may come in handy moving forward: Customizing Invoices
 

Please don't hesitate to send a reply if there's any questions. Have a fantastic day!

B
bbruck-voice-iafAuthor
February 2, 2022

Hi Zack - Thanks for the prompt reply.

 

Unfortunately that's not what I'm trying to do. What you have shown is a way to add a message and tweak a couple settings on the invoice email. I probably wasn't clear enough in my original request. What I want is a simple transmittal email that says something like:

=============

Hi [customer name]

 

Your invoice is attached.

 

Have a great day.

=============

 

They DON'T want to see the pledge amount in a huge typeface with a colored box. One remarked that it seemed like an invitation to buy something from a Nigerian prince. Our donors are churches, and we are asking them to pledge a dues payment. Is there any way to get rid of pretty much everything in the email and just have the text that I'd like to have in it?

C
continea
Level 5
February 2, 2022

Hey bbruck-voice-ia,

 

Thank you for reaching back out and providing some clarification. Currently, in QuickBooks, you can only edit the email message and change the color of the email form. But I do see how this can be beneficial for businesses. Therefore, I will take note of this and send feedback to our Product Developers. They are always looking for ways to enhance the programs and make your business life easier. You can view our QuickBooks Blog for updates or the latest features added to the program.

 

If you have any questions, feel free to let me know. I am only one click away! Take care!

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