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Level 1

I’m sending customers email and they getting a letter type with the details

 
2 Comments
QuickBooks Team

I’m sending customers email and they getting a letter type with the details

Thanks for dropping by the Community today, hectoraolivera.


This can happen when the Show full details email option is selected. You can choose the Show short summary in email so the customers will not get a letter with the details. Let’s go to the Online delivery section to configure the setup.


Here’s how:

 

  1. Go to the Gear icon at the top and choose Account and Settings under Your Company.
  2. Navigate to the Sales menu to access the Online Delivery section and click the Pencil icon to view more details.
  3. Tick the radio button for Show short summary in email and mark the box for PDF Attached (optional).
  4. Press Save and Done to keep the changes.

There you have it. For additional resources, these links provide an overview of how to personalize sales forms and add account summary.

 

Please click the Reply button if you need help with any of these steps. I’ll be glad to assist further. Have a great rest of the day.

QuickBooks Team

I’m sending customers email and they getting a letter type with the details

Hello there again, hectoraolivera.


Have you tried following the steps I shared on how to configure the Online delivery option? I’m here to ensure your customers will no longer get a letter with details (invoice).


If you counter any roadblocks performing any of these steps, don’t hesitate to post a comment. I’ll jump right back in to help you.

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