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Replying to:
Mich_S
QuickBooks Team

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Hi,@KRA.

 

Thank you for reaching out to the Community. Let me help you with editing the default email on your invoices.

 

 

Since QuickBooks is still using the old template when emailing invoices, here's how we can apply the new template:

 

  1. Go to the Edit menu and select Preferences.
  2. Select Send Forms. Then choose Company Preferences.
  3. Choose a template to use and click on Edit.
  4. Copy the message body text.
  5. Go to File and select Send Forms.
  6. Select the email you want to send. Paste the copied text into the body section.
  7. Select Send Now.

In case you still experience the same issue, you can review this article for more details: Fix custom email template issues in QuickBooks Desktop. You can maximize the content under solution 2.

 

Please let me know if I can be of any help. Have a great day!

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