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O
obsite
October 6, 2020
Question

How to customize e-mail template

  • October 6, 2020
  • 3 replies
  • 0 views
Hello, I'd like to know how to customize e-mail templates. I already looked into Custom Form Styles, but the options given are far too bare bones. The invoice options are great. One of the tutorials tells me to "Go to the File menu and select Switch to Single-User Mode." but I don't have that option at all on my desktop app. I don't have the "preference" option under Edit either. Am I doing something wrong? Thanks in advance. -Daniel

3 replies

JenoP
JenoP
October 6, 2020

The tutorial you've seen is intended for QuickBooks Desktop, Daniel.

 

This is the reason why you can't see it in your account since you're using QuickBooks Online. No worries, I'll share the steps with you on how you can customize the email templates in the version that you're using. Here's how:

 

  1. Click the Gear icon in the upper-right hand corner of the desktop app.
  2. Select Account and settings and proceed to the Sales tab.
  3. Look for Messages and click on it.
  4. Select a sales form in the drop-down list for Sales form.
  5. Customize the email message and enter any other details.
  6. Click Save, then click Done.

Let me also share article with you for more guidance about using the desktop app: General Support For QuickBooks App for Windows and Mac.

 

You can always reach out to us anytime you need help. We're always here to be your guide. 

 

O
obsiteAuthor
October 7, 2020

Hello JenoP,


I'm aware I can change some of the e-mail's contents, but I want to change its layout and colors, add some elements and remove some that I think shouldn't be there.

 

I simply do not like the invoice e-mail. I would like the ability to edit with HTML at the very least.

 

I'm also not too fond of being forced to show the Intuit | Quickbooks logo plastered on it, but I don't see too much harm in turning a blind eye there.

    MariaSoledadG
    MariaSoledadG
    October 7, 2020

    Thanks for getting back to us, obsite.

     

    For now, you're unable to edit HTML for your invoice email. However, QuickBooks Online gives you the tools to create attractive, professional-looking invoices, estimates, and sales receipts

     

    You can Import a customized invoice so you can design your own invoice including your logo. Make sure to map your import fields correctly to successfully import them to QuickBooks Online. 

     

    Also, editing layout and colors for your invoices can only be done in Custom Form Styles. From there, you'll be able to personalize the appearance and layout of your sales forms.

     

    I've also attached an article for your reference: Email and Customise Sales Form.

     

    Leave a comment below if you need help from us. We're always right here for you.

     

    T
    theonlyrij
    June 3, 2021

    Can someone please tell me how to add in due date into the email template for invoices? For example:

     

    "Please see the attached Invoice #[Invoice No.]. It is due on [duedate]." However, the due date isn't populating. I have also tried <duedate> but it doesn't populate either. 

     

    THANKS!! 

     

      JoesemM
      JoesemM
      June 3, 2021

      Thanks for joining the Community today, @theonlyrij. Allow me to lend a helping hand and get you pointed in the right direction.

       

      I can see how it would be useful to attach the due date into the invoice template for invoices. I'll make sure to pass your idea to our Product Development team to see if this feature will be available for future updates. You can also send your product suggestions through this link: Customer Feedback for QuickBooks Online.

       

      I know some applications you can integrate with QBO for more customization requests about attaching email templates in QuickBooks. 

       

      Let me route you to our app store:

      1. Login to your QuickBooks Online (QBO) account.
      2. Click Apps.
      3. On the Search field, enter the keyword(s).

      We don't recommend the specific third-party application, but there's a variety you can choose from on our QuickBooks App Store to help you with modifying statements.

       

      For now, I'd encourage you to visit our QuickBooks Online Blog to be updated about our latest happenings. Through this, you're able to get the newest news, features, and updates about QuickBooks Online and what our Product Care Team is working on.

       

      Feel free to get back in touch with us if you have other concerns about QuickBooks. We'd love to help. Have a nice day!

      MJoy_D
      MJoy_D
      January 24, 2024

      I'm here to share additional information about the customer-facing email that'll be sent to your customers, @itsupport-genius.

       

      By default, the email address when sending sales forms like invoices, transactions like purchase orders, and reports in QuickBooks Online (QBO) is quickbooks@notification.intuit.com. However, you can set up QuickBooks Online to send invoices from your Gmail address.

       

      Let's try to resolve this error by disconnecting or removing your Gmail address and then adding it back. 

       

      Here's how to disconnect your Gmail address:

       

      1. Create an invoice or open an existing one.
      2. Once you fill out the necessary fields, select Save and Send to open the preview window.
      3. Above the customer’s email, select the From dropdown.
      4. Select Remove Gmail address.

       

      Once done, log out then log back in and connect your Gmail address. Check out this article for detailed guidance: Use your Gmail address to send invoices in QuickBooks Online.

       

      Once you receive their payment, here's how you can record invoice payments in QuickBooks Online. It'll guide you with recording partial and full payment for an invoice.

       

      Let me know if you need more help with your invoices. I'm always here to answer them for you. Have a great rest of the day!

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