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Hello there, @texasgateservice.
Let me guide you in reviewing your online delivery preferences. This way, we can make sure that it is set to show only a short summary of your transaction in the email and include a PDF attachment.
Also, you can review it on your Custom Form Styles page. Here's how:
I'm adding these articles to help you manage your estimates and other sales forms:
Get back to us here if you have other questions about emailing your estimates and other sales forms. I'm always here to lend a hand.
Making sure your customers receive their estimates is our priority, @texasgateservice.
Have you tried performing the steps I shared on how to review your transactions' email preferences?
I'll be around if you need more help with your concern. Wishing you all the best.
Apparently the actual email for an estimate looks nothing like an invoice, but you can attach a PDF for them to look at which is the professional version you are used to seeing. Not sure why quickbooks does this, it does nothing but confuse the customer.
I agree. It's so confusing for my customers. I have to walk them through opening the pdf attachment. Also, the total price in the email view is terrible for business. It shocks the customer with a total price before showing itemized list.
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