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horseshowmgr
Level 2

Is it possible to switch between cover emails when sending an invoice?

I would like to have 2 different cover emails to accompany invoices depending on customer characteristics.  Is this possible?  I already have a default email address to go with my default invoice style.  If I can't change the cover email for the same default invoice, can I create an invoice style #2 and have a different default email message for that?  I'm not seeing a way to choose the cover email, but I would really like to modify my default message depending certain circumstances.

4 Comments 4
AileneA
QuickBooks Team

Is it possible to switch between cover emails when sending an invoice?

Hi there, @horseshowmgr

 

Thank you for reaching to the Community. 

 

We can personalize an email to your customer or vendor. You can create email templates with customized lines and email bodies. Customizing your templates will allow you to design the type of style you want. 

 

Here's how to create template: 

 

  1. Go to the Edit menu, and choose Preferences
  2. Select the Send forms menu and then the Company Preferences tab. 
  3. From the Delivery Method Default drop-down menu, select Email
  4. From the Email Templates drop-down menu, choose the transactions type listed. 
  5. Add Template, and customize the lines and email bodies. 
  6. Drop-down menu from the Insert Field to show on your data email. 
  7. Click Save and OK

 

email.PNG

 email1.PNG

 email2.PNG
 

Once done, your templates will save in the Company Preferences and you can set it as Default to the customer you want to sent the transactions. 

 

For additional information on this, I recommend the following article: Create custom email templates in QuickBooks Desktop

  

Fill me in if you need anything else. I'll be more than happy to help you. Have a great day!

horseshowmgr
Level 2

Is it possible to switch between cover emails when sending an invoice?

I already have a default email message that pops up whenever I want to email an invoice.  What I want to do is be able to choose do I send email message A or email message B when invoicing different types of clients.  All I see right now is an ability to set a single default but not to be able to choose if I have several email templates.

 

So let's say client A has a balance due to me of $5,000 and client B has a balance due to me of $100.  I want to send a different type of message to client A than I do to client B.  Is that possible?  And if so, what steps am I missing to do it?

AlexV
QuickBooks Team

Is it possible to switch between cover emails when sending an invoice?

I understand that you want to use different email template to different customers, horseshowmgr.

 

You can toggle the default email template before sending the invoice since an option to select a template while sending it is unavailable. You can follow these steps:

  1. Go to Edit menu and select Preferences.
  2. From the Send Forms tab, go to Company Preferences.
  3. On the Template Name section, locate your preferred template and click Set as Default.
  4. Click OK to save it.

Another workaround is to manually edit the context in the Send Invoice window. You can save the template somewhere, like Word file or notepad, then copy and paste it when you send the invoice. You can also save it on the Notes section of your customer's profile. Open or create an invoice, then click Email. Then, update the details in the Email text section.email template.PNG

I'll also send feedback to our developers to have this kind of option in QuickBooks Desktop.

 

Keep on posting if you need more help from me. I'll be here to guide you.

horseshowmgr
Level 2

Is it possible to switch between cover emails when sending an invoice?

Thank you for sending to the developers.  I hadn't thought of going in to switch the preferences each time but that's just as cumbersome as what I've been doing in altering the email body each time I send.  It would be nice to have several saved email formats and be able to drop down to the one you want to use when invoicing to get a more personalized experience with the customer.

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