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cmi5
January 28, 2022
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How to change content in email invoices?

  • January 28, 2022
  • 1 reply
  • 0 views

Just wondering how I can change the content that appears in emails for invoicing? I can change the message, but the circled part in the attached photo I cannot find anywhere how to change? Our bank details are no longer the same and we need to change this part of the email so not to confuse customers. Thank you

Best answer by IntuitAika

That is still not what I am asking and you clearly aren’t referring back to the image I provided.

Thanks anyway.


Hi cmi5,

 

Allow me to further assist you with the incorrect payment details showing on your invoice email. If you've used Airy New template before, we can try to check the payment details you've entered on the Airy New template if it is showing the correct one. Here's how: 

 

  1. Go to Gear icon and select Custom form styles.
  2. Select Edit on the Standard template. 
  3. On Design tab, select Change up the template. 
  4. Select Airy New. 
  5. Click Done to save.
  6. Once done, open the invoice template and then select Content. 
  7. Then click on the pencil icon located on the the footer of the invoice. 
  8. On Your payment details text box, enter the correct bank details. 
  9. Click Done. 

Once you've enter the correct payment details on Airy New template, you can change it to the correct one by selecting the Design tab. To confirm that the changes you've made on the settings has been reflected, you can create a dummy invoice and sent it on your email. 

 

Let me know how it goes. Thanks. 

1 reply

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cmi5Author
January 28, 2022

This is the part I need to change, it’s at the bottom of invoice emails

I
IntuitSheila
January 28, 2022

Hi cmi5,

 

Thanks for posting in the Community! You can change the bank details information shown on your invoice by going to the Payment details field of the Custom form style section. Here's how:

 

  1. Click on the Gear Icon.
  2. Click on Custom form styles.
  3. Locate on the Standard or your Master template, and click on Edit.
  4. Click on the Content tab, and click the the third box on the preview to the right.
  5. Locate Your payment details box, and can edit the bank information from here.
  6. Click Done.

 

Then, preview a dummy invoice to see the updated information. You can also check this article to learn more on how to Adding bank details to your invoices.

 

Drop a comment below if you need more help with QuickBooks Online. I'll be sure to get back to you right away. Have a nice day. 

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cmi5Author
January 28, 2022

Thank you but that is not what I am asking and is not part of the problem.

Our invoices are fine all the information on them is correct, please see the above photo that I posted to know what I am actually referring to.

It is the EMAIL that our customers receive that has the incorrect details still, and I seem to have updated every section of QuickBooks yet it still remains the same.

I will attach the screenshot again for reference.

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