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marthinus
Level 1
posted
‎September 02, 2020 07:05 AM
last updated ‎September 02, 2020 7:05 AM

Why does the email message to customers in the custom form styles change for all the styles if I change one of the styles?

 
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5 Comments 5
AlcaeusF
Moderator
Moderator
‎September 02, 2020 08:59 AM

Why does the email message to customers in the custom form styles change for all the styles if I change one of the styles?

Hello there, @marthinus.

 

Allow me to share some information about using Custom form styles in QuickBooks Online.

 

Currently, an option or keystroke to have a different email message for each template is unavailable. The system is designed to apply the changes to all existing forms.

 

I appreciate your input on this feature. We'll continue to update the features of the product, and this preference might be available in the future.

 

While we assess this, I recommend you visit our QuickBooks Blog to stay updated with all the changes.

 

For additional information, I've attached an article about how to customise your invoice emails in QuickBooks: Customise your invoice emails.

 

I appreciate you for taking the time to visit us here today, and I look forward to your response.

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dib99
Level 2
‎March 23, 2021 01:36 PM

Why does the email message to customers in the custom form styles change for all the styles if I change one of the styles?

The link you provided on how to customize your invoice emails does not work. If the email is universal for any forms you make, why do you offer the option to change it as if they can be different? This is bad UI. And I still don't have a workaround short of typing out a new email for every single email.

 

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Giovann_G
Moderator
Moderator
‎March 23, 2021 03:58 PM

Why does the email message to customers in the custom form styles change for all the styles if I change one of the styles?

Thank you for joining the Community space, dib99.

 

This isn't the kind of impression we'd like you to have.

 

The link our colleague AlcaeusF provided no longer accessible. This happens since customizing invoice email messages for each template is unavailable. Our engineers still doing their best to improve the QuickBooks feature for everyone. 

 

Also, you can check our QuickBooks blog page to keep you updated. This is where the new features are introduced.

 

I'll include this article in case you want to import custom for style for invoice or estimate. This contains steps and a guide to design your form style.

 

Reply to this post if you have more questions about QuickBooks. We're always here to help.

 

 

 

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christophedbk
Level 1
‎June 29, 2023 10:38 AM

Why does the email message to customers in the custom form styles change for all the styles if I change one of the styles?

wow ! Is there any news concerning this issue? it is really annoying! I would have never expected different style to have literally copy in all other template the same email message. it does not make any sens. Do you guys have an ETA to fix this?

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JamesAndrewM
Moderator
Moderator
‎June 29, 2023 11:55 AM

Why does the email message to customers in the custom form styles change for all the styles if I change one of the styles?

Hello there, 

 

I can see how convenient for you to perform tasks in QuickBooks Online with ease. Currently, this option in QuickBooks Online is unavailable. As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here's how to send feedback: 

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4.  Click Next to submit.

 

Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback. 

 

You can utilize this article for future reference: Customize reports in QuickBooks Online.

 

If you have any other QuickBooks-related questions, please post them in the Community. We are always available and eager to assist you with your inquiries. Have a wonderful day.

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