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November 27, 2022
Question

Hi community,Does anyone know how you can change the body of the text window in emails? The little slot is driving me bonkers! Appreciate any suggestions.

  • November 27, 2022
  • 1 reply
  • 0 views
Example sending invoices and quotes to customer, the text  window that you type in is a little slot. If you are just saying  
" invoice attached or your quote with a small phase." We have to explain parts of the invoice and quote for the we are going to do.

1 reply

November 27, 2022

Good to see you here in the Community, @usermjwill.

 

We can change the email template of your invoices by using the Custom form styles feature in QuickBooks Online (QBO).

 

Here's how:

 

  1. Go to the Gear icon.
  2. Under Your Company, select the Custom form styles.
  3. Click the New style drop-down arrow, then choose Invoice.
  4. Select the Emails tab.
  5. Change the email text in the Message to customer dialogue box.
  6. Hit Done.

 

You can also read the following articles to learn how to change the general layout and look of your template, as well as how to create a recurring transaction: 

 

 

Don't hesitate to add a comment below if you have other questions about changing the email text of the invoice in QuickBooks. I'll be sure to get back to you.