Welcome to the QuickBooks Community, linda197.
Yes, you can override the email the email template on invoices. I've got the steps to ensure you can complete the process on QuickBooks Online. Let me first provide insights into how the program's new invoicing interface works.
QuickBooks Online has recently updated the software's workflow. As a result, when applying a template to sales transactions, you'll need to find and edit your existing invoice template to modify the email message.
Here's how:
- Click the Gear icon at the upper right corner.
- Choose Custom form styles.
- Find the existing template and click the Edit link.
- Go to the Emails tab and change the custom email message in the Message to Customer box.
- Click Done to save the updated information.
Once done, open the Invoice page or create a new transaction and apply the modified template you created above. This way, you can make sure that the personalized message for each invoice is included when emailing the entry. Follow the steps below.
- Click the small Gear or Manage icon.
- Click the Design dropdown arrow and choose the created template above that has a custom message.
- Fill in the other necessary information and click Review and send.
On the other hand, typing new content on the left and seeing it change on the right is currently unavailable on the new interface of the invoice.
In case you need steps on how you can record full or partial payment for an invoice, you can read this article: Record invoice payments in QuickBooks Online.
Feel free to reply in this thread if you need additional help managing your invoice template in QBO. I'll provide support in every way possible, linda197. Keep safe.
