Thanks for sharing more details about your concern, sjh43.
When emailing invoices in QuickBooks Desktop, there are lists of fields that you can add. I've added them below:
- Name-First-Last
- Name-Last-First
- Name-First
- <Mr./Miss/Ms.>Name-Last
- Company-Name
- Company-Website
- Due-Date
- Transaction-Number
- Transaction-Total
Once you've checked them, you can edit the template by going to the Preferences tab to select the available details you'd like to include.
- On your home page, got to Edit at the top and then select Preferences.
- Choose Send Forms from the side menu, then select the Company Preferences tab.
- Click the Edit button or Add Template. This will open the Edit Email Template or Add Email Template window.
- Click the Insert Field drop-down arrow.
- Customize the template.
- Once done, click Save, then OK.
Once you're ready, you can now email the invoices.
You can also use and customize form templates in QuickBooks Desktop. This helps you manage how they look and the information you'd like to include.
I suggest getting back on this thread if you'll need assistance in sending your forms. It's my pleasure to help you out again.
