Skip to main content
November 15, 2023
Question

I modified the information on my email attached to my sales forms and saved it. In that area it shows the new info now, but when I send a mail the old info is delivered?

  • November 15, 2023
  • 1 reply
  • 0 views
Please advise?

1 reply

November 15, 2023

Good day, @martin82.

 

I'm here to assist you in ensuring that the correct invoice information is sent to your customers in QuickBooks Online.

 

After making changes to your emailed invoices, it's important to refresh the page to ensure that the changes sync properly in QuickBooks. Simply click the Refresh button in your browser to apply the changes before sending your invoices to your clients.

 


 

Let's also make sure that you're using the correct template when sending an invoice. To do this, click Customize from the Invoice window and select the appropriate template.

 

 

If you're still getting the same results, let's open your account in a private window to check if there's a browser-related issue causing the modified information not to sync. You can access this mode using the following shortcut keys:

 

  • Ctrl + Shift + N (Google Chrome).
  • Ctrl + Shift + P (Firefox ).
  • Control + Option + P (Safari).

 

If it works, go back to your regular browser and clear its cache to free its space. You can also use other supported, up-to-date browsers to be thorough.

 

In case encounter issues when sending invoices in QuickBooks, you may find these resources helpful in addressing the problem:

 

 

Feel free to reach out if you have more questions or concerns about modifying the information in your emailed sales forms. I'm here to help. Take care!