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captivationcraft
Level 1

How do I stop Quickbooks from deleting links in my invoice emails? It keeps removing my links for my customers to leave reviews or get their warranty info.

 
5 Comments 5
Rubielyn_J
QuickBooks Team

How do I stop Quickbooks from deleting links in my invoice emails? It keeps removing my links for my customers to leave reviews or get their warranty info.

I know how to handle your invoices in QuickBooks Online, @captivationcraft.

 

For your customer to receive the email with the reviews link, let's ensure to use the correct default template. It could be that template being used doesn't have the link in the footer. 

 

To fix this, let's make sure to make the invoice template with the link as the default. Here's how: 

 

  1. Go to the Settings menu.
  2. Choose the Custom form styles under Your Company.
  3. Select the template with the link in the footer.
  4. From the Action column, click the Edit dropdown menu and select Make default.

    invoice.JPG

 

Once done, create again the invoice and send it to your customers. 

 

In case you'll need information on how to attach files, and email sales forms to your customer, check out this article for the details: Email and customize sales form.

 

Additionally, I've added his handy resource you can use in the future: Customise invoices, quotes, and sales receipts in QuickBooks Online. This helps you personalize and add specific info to sales forms.

 

Let me know in the comments if you have follow-up questions about handling your invoices in QBO. I'd be here to help you out. Keep safe always.

captivationcraft
Level 1

How do I stop Quickbooks from deleting links in my invoice emails? It keeps removing my links for my customers to leave reviews or get their warranty info.

This doesn't help me at all. I have links that I want to insert into the main body of text. How do I do that? Or is there a way to add other links to the footer that aren't already designated?

AileneA
Moderator

How do I stop Quickbooks from deleting links in my invoice emails? It keeps removing my links for my customers to leave reviews or get their warranty info.

Hello, captivationcraft. 

 

There are two ways to modify the messages you send to customers when they receive an invoice. From the start, decide whether you want your branded messaging to be part of your default message or a custom template you only send to certain segments of your customer base. 

 

To add link for all sales forms, here's how: 

 

  1. Click the Gear Icon, and select Accounts and Settings.  
  2. Press the Sales tab on the left and scroll down until you see the “Message” section.  
  3. Tap the pencil icon to edit the default email message.
  4. Now, add an enticing “call to action” message and include the full hyperlink for your social media channel with the "http://" or "https://" prefix.  

  5. Click Save once done. 

 

To learn more about the detailed information and process, please refer to these articles:  

 

 

That's it! Feel free to reach back to me if there's anything else you need help with. I'll be happy to lend a hand. Stay safe!

captivationcraft
Level 1

How do I stop Quickbooks from deleting links in my invoice emails? It keeps removing my links for my customers to leave reviews or get their warranty info.

Unfortunately, I've tried this and it doesn't work. All my links in the page are replaced with "<>". Anywhere I've typed in a link regardless of if it starts with "http://" or "https://" it gets replaced with "<>". When I try to send an email, all the links show up in the preview but when the client receives it all the links have been scrubbed.

captivationcraft
Level 1

How do I stop Quickbooks from deleting links in my invoice emails? It keeps removing my links for my customers to leave reviews or get their warranty info.

I've found the answer. The problem is shortlinks. Quickbooks doesn't allow, for example, bit.ly links. This might be worth including in the documentation. You have to use the full original link for it to work.

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