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Replying to:
LeizylM
QuickBooks Team

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Hello there, joelmathews. I appreciate your follow-up response.

 

Upon checking our system, I can see that the previous investigation about the changes to the email body has been closed and resolved already.

 

You can utilize the webmail option in sending emails that require a manual edit prior to sending. Here's how:

 

  1. Go to the Edit menu, then select Preferences.
  2. Click the Send Forms tab.
  3. Under My Preferences, select the Web Mail option.
  4. Click the Add button to add your email ID.
  5. Once done, click OK.

 

If the issue persists, I recommend contacting our Support Team so they can look into it and open a new ticket for investigation if necessary.

I've added an article that will help you in customizing form template forms like invoices, sales receipts, estimates, statements, and purchase orders to match your business needs: Use and customize form templates.

Let me know if you have other questions about emailing invoices.  I'm always here to help. Take care and stay safe always!

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