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How can I stop my address from appearing on the credit memo email?

 
3 Comments
QuickBooks Team

Re: How can I stop my address from appearing on the credit memo email?

I'll share a workaround that lets you do this, contact17.

 

You can go to your Master sales template and remove the address there. Then, edit your online delivery settings to only show the summary of the emailed transaction.

 

To customize the Master template:

  1. Click the Gear icon in the upper right-hand corner of the Dashboard.
  2. Under Your Company, click Custom Form Styles.
  3. Look for the Standard Master template, and then click Edit in the far right.
  4. Go to the Content tab.
  5. Click the header of the template.
  6. Select the +Address link.
  7. Uncheck the box for Street address.
  8. Click Done.

For the online delivery part:

  1. Click the Gear icon in the upper right-hand corner of the Dashboard.
  2. Under Your Company, select Account and Settings.
  3. Go to the Sales tab on the left panel.
  4. Scroll down to the Online Delivery section.
  5. Select the radio button for Show short summary in email.
  6. Click Save, and then Done.

After following these steps, create a dummy credit memo and send it to yourself. It will not show your address on the email preview and on the attached PDF file.

 

I would agree to have this option in QBO as well. These are the kind of requests that usually gets a chance of being added in any updates. I'll share your idea to our developers so it'll be evaluated. You can visit the QuickBooks Blog from time to time to see new updates.

 

Don't hesitate to share your thoughts about this. I'll be around if you need anything else.

Not applicable

Re: How can I stop my address from appearing on the credit memo email?

Worked. Excellent step by step instructions.

 

Saul

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QuickBooks Team

Re: How can I stop my address from appearing on the credit memo email?

Great! :smileyvery-happy: I'm glad the steps worked for you. Feel free to visit s again if there's anything else that you need help with.

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