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sierra craftsman llc
Level 2

email invoice header

When are you going to let us edit the email that goes with our invoices that are emailed from QuickBooks?

The email automatically take our QuickBooks Company file name which is not in the correct format.  This makes our invoices look very unprofessional.  This has been asked of your before from several others.

 

PLEASE LET US KNOW HOW TO GET ACCESS TO EDIT THIS.

 

Thank you 

[email address removed]

 

5 Comments 5
LeizylM
QuickBooks Team

email invoice header

Thank you for bringing up your concern regarding the inability to edit the email that accompanies your invoices in QuickBooks, sierra.  We understand the importance of having control over the email content to maintain a professional appearance for your invoices.

 

I'd recommend sending feedback directly to our Product Development team. Doing so helps us improve your experience and the features of the program. 

 

Here's how:

 

  1. Go to the Help menu and then select Send Feedback Online.
  2. Choose Product Suggestion.
  3. Add the type of feedback.
  4. Type in your feature suggestion.
  5. Once done, click Send Feedback.

 

For your visual reference, I've attached some screenshots below.

Capture1.PNG

 

You can visit our QuickBooks Product Updates website at any time to stay informed about any updates to our program. 

 

Keep your post coming if you need further assistance with your emailed invoices. I'm always here to help. Have a good one. 

sierra craftsman llc
Level 2

email invoice header

Really!!  Wow  this is no help what so ever!!

sierra craftsman llc
Level 2

email invoice header

Really!! Wow this is no help at all!!!!!

willfraind
Level 1

email invoice header

Has Intuit ever figured out why the company file name is in the invoice email header, and provided a way to edit it out?

MJoy_D
Moderator

email invoice header

I can share some information that can help you with edit the email template for your invoices, sierra.

 

You can edit the email that goes along with your invoices from the Preferences. You can customize email templates and use them to send messages from QuickBooks. 

 

Here are the steps to follow:

 

  1. Go to the Edit menu and select Preferences.
  2. Select the Send forms menu and then the Company Preferences tab.
  3. From the Delivery Method Default dropdown menu, choose Email.
  4. From the Email Templates drop-down menu, select Invoicescompany preferences.JPG
  5. You can choose to Edit the current template or create a new one by clicking the Add Template button. 
  6. On the Edit Email template window that appears, you can edit the subject and the body of your email. 
  7. Click on Save once you're done.
     editemailtemplate.JPG

 

Refer to the following article for more information about personalizing your emails to customers and vendors: Create custom email templates in QuickBooks Desktop

 

Once resolved, here's how you can manage and receive payments in QuickBooks Desktop: Record an invoice payment.

 

Let me know if you need further guidance editing the email template for your invoices. I'd be happy to assist you in any way possible. Keep safe, and enjoy the rest of the week! 

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