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Frequent Explorer **

Re: Confusing invoice layout in emails

I was able to simplify the invoice email using QB!

 

Go to Account Settings | Sales | Online Delivery 

 

  1. Under "Email options for all sales forms" select "Show short summary in email"
  2.  Select "Attach as pdf"
  3. Under "Additional email options for invoices", select the "HTML" format

 

This is a very simple email that explains to our customers in the header that the invoice is attached as a .pdf file.  See attached image.

 

I was super excited to find this resolution to our problem of listing the line item detail in the contents of the invoice email.  Hope it works for you 

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