cancel
Showing results for 
Search instead for 
Did you mean: 
grnfc
Level 1

Invoice email message

I have a default email message template set up for sending invoices which I use to be able to modify once the Microsoft Outlook message pops up.  Now when I edit the email message, the edits don't save and the message that is sent is the default "Send Forms" template.  I want to be able to customize the email message within Outlook.  Can someone help me with this issue?  

1 Comment 1
Archie_B
QuickBooks Team

Invoice email message

Thank you for us know bout the email template, grnfc.

 

Currently, we don't have an option to apply changes to an email message of an existing invoice template in QuickBooks Desktop.

 

You'll have to add a new template and make modifications so you can use it when sending invoices to your customers.

 

Like this:

 

  1. Go to the Edit menu.
  2. Select Preferences.
  3. Click Send Forms and go to the Company Preferences tab.
  4. Select Add Template.
  5. In the Add Email Template window, enter the correct information and click Save.

 

I've also added this link just in case you want to personalize your sales forms: Use and customize form templates.

 

You can check out these articles as your future reference :

 

 

Don't hesitate to post your concerns or click the reply button for any follow-up questions about templates. I'll keep an eye on your response. Have a great weekend!

Need to get in touch?

Contact us