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h2oMike
Level 1

How do i delete an email thats attached to a customer invoice i need to edit its un sent

 
1 Comment 1
jamespaul
Moderator

How do i delete an email thats attached to a customer invoice i need to edit its un sent

Hello, h2oMike.

 

You can easily edit the email attached to your customer invoices. I'm here to show you the step-by-step process. 

 

If you're trying to change the email message, you'll want to go to your Account and settings menu. Then, edit the Email messages section. Here's how: 

 

  1. Go to the Gear icon, then select Account and settings.
  2. Click the Sales tab. 
  3. Expand the Messages section. 
  4. Edit the email template under the Email messages box.
  5. Add or edit other information.
  6. Click Save then Done to apply the changes. 

 

emailmess1.PNG

emailmess2.PNG

 

Note: The changes won't be applied to any sent invoices and email prior to editing the template (we're unable to retrieve them as well). You'll want to contact your customers to tell them you've made some changes with your messages, then resend the email (together with your invoice)

 

Also if you're trying to edit a customer's email address, you can easily do that by going to their profile. 

 

  1. Go to Sales, then click the Customers tab.
  2. Open a customer profile, then click the Edit button.
  3. Edit the email address under Email.
  4. Once done, click Save

This change will appear on the next invoice. You can also edit an email in an existing invoice. 

 

emailmess3.PNG

 

When you're ready to process your customers' invoice payments, open this article for a guide: Record invoice payments in QuickBooks Online.

 

If you need help managing your company data, expenses, and lists, you can check out other articles in this page: General help page with articles for QuickBooks Online

 

Glad to lend a hand again whenever you need help with something else in QuickBooks Online. I'm just a click away, so just post your concerns or questions here. Thanks! 

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