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TeddyCox
March 25, 2019
Solved

Change default email message to customers

  • March 25, 2019
  • 9 replies
  • 0 views

I'm using QB Self Employed and I'm in the UK so the default email message sounds too American and not something I would say as a British person. I need to change it, but doing it every time for every invoice is a real waste of time. How can this be permanently changed in QBSE???

    Best answer by SarahannC

    Hello there, Joelashton14.

     

    I can see the importance of changing the email message to the invoice. We can manually change it every time you send an invoice to your customer. I see you'll be putting effort and time to make it, but this helps us change the default one.

     

    We don't have a specific time when this feature will be available. For the time being, I recommend checking this link to learn more about our product enhancements: UK Blog. Lastly, you can check the articles below  for additional information about managing invoices and categorising transactions in QBSE: 
     

     

    Comment below if you need anything else. Stay safe.

    9 replies

    R
    Rasa-LilaM
    March 25, 2019

    Greetings, TeddyCox.


    Thanks for being part of the QuickBooks family. Allow me to share some information about changing the default email message.

     

    You’re right! You’ll have to manually change the email message when sending invoices to your customers.


    Every enhancement we develop comes from our customers’ voice. We take this as an opportunity for us to improve on how the program works.

     

    I don't want to leave you empty-handed, so I'm adding a link where you can check the latest news about the product. The QBO Blog site is a place where you’ll also get some tips on how to manage the business efficiently.

     

    This information should help you moving forward.

     

    If you have additional questions about QBSE, post a reply below. I'm here to answer them. Have a good one.

     

    S
    saspin74
    April 3, 2019

    I would like this feature to please -surely it can't be that difficult to add?

     

      R
      Rasa-LilaM
      April 3, 2019

      Hey there, saspin74.


      Thanks for joining on this thread. I appreciate letting us know you also want to have more control when changing the default message on invoices.


      I can see a lot of customers have the same need for this feature. Rest assured once there’s an update, I’ll keep you posted.


      You can visit the QBO Blog and register to our Newsletter to receive email updates about the product and latest applications added in the product.


      That should help you move forward.


      Reach out to me if you have additional questions about QBSE. Please know I’ll be right here to help.

       

       

      R
      richardwaithe
      April 13, 2019

      I don't really want to subscribe to the newsletter and have more spam in my inbox. I just wish to be able to change the template over.

      It's quite annoying and is not consistent across platforms either.

      @Rasa-LilaM wrote:

      Hey there, saspin74.


      Thanks for joining on this thread. I appreciate letting us know you also want to have more control when changing the default message on invoices.


      I can see a lot of customers have the same need for this feature. Rest assured once there’s an update, I’ll keep you posted.


      You can visit the QBO Blog and register to our Newsletter to receive email updates about the product and latest applications added in the product.


      That should help you move forward.


      Reach out to me if you have additional questions about QBSE. Please know I’ll be right here to help.

       

       

      @Rasa-LilaM wrote:

      Hey there, saspin74.


      Thanks for joining on this thread. I appreciate letting us know you also want to have more control when changing the default message on invoices.


      I can see a lot of customers have the same need for this feature. Rest assured once there’s an update, I’ll keep you posted.


      You can visit the QBO Blog and register to our Newsletter to receive email updates about the product and latest applications added in the product.


      That should help you move forward.


      Reach out to me if you have additional questions about QBSE. Please know I’ll be right here to help.

       

       

       

      A
      Anonymous
      April 14, 2019

      Hello richardwaithe,

       

      Thank you for giving us feedback about the default email message to customers in QuickBooks Self-Employed. I'll definitely pass along this to our engineers. 

       

      If you have more questions, please let us know. We'll be glad to help. 

      U
      urexecph
      April 15, 2019

      I would also like to have this feature

        S
        Steckers37
        November 10, 2019

        Here is how you do this: Go to "Edit", then "Preferences",  then "Send Forms", then "Company Preferences" tab, then "Add Template".  Create New Template and set as default.

        V
        val0956
        February 14, 2021

        This does not work on self-employed as no edit button

        D
        David Press
        January 12, 2020

        I really need this to, this is key functionality and something that is making me rethink if I should continue to use QBSE. The whole invoicing section is an absolute lockdown of flexibility and very difficult to get any automation from when sending 100+ invoices a month.

         

        Not impressed!

         

          JasroV
          JasroV
          January 12, 2020

          I understand how this feature could benefit you, @David Press.

           

          I'll submit this feature request on your behalf to our product engineers so they'll consider adding this in the future.

           

          You can also check our QuickBooks Blog page to learn what's new and latest releases in QuickBooks.

           

          Please don't hesitate to get back to us if you have other concerns. We'll be here to help.

            A
            Aitch
            January 28, 2020

            The discussion on this is nearly a year old. Promises to effect a change don't appear to have been kept.  The text is simply totally unsuited to British business.  

              B
              benrobertsonkay
              August 14, 2020

              Really? One year and four months later and still no change? Came here for a solution but all I see is other frustrated users and generic copy-and-paste replies.

               

              I understand QBSE is the cheapest plan but this lack of simple functionality is making me reconsider my subscription.

                J
                Joelashton14
                October 4, 2020

                @JasroV  Im not sure if I have tagged QB correctly, but if I have - Please can you look into this issue that MANY other are having across the UK.

                S
                SarahannCAnswer
                October 4, 2020

                Hello there, Joelashton14.

                 

                I can see the importance of changing the email message to the invoice. We can manually change it every time you send an invoice to your customer. I see you'll be putting effort and time to make it, but this helps us change the default one.

                 

                We don't have a specific time when this feature will be available. For the time being, I recommend checking this link to learn more about our product enhancements: UK Blog. Lastly, you can check the articles below  for additional information about managing invoices and categorising transactions in QBSE: 
                 

                 

                Comment below if you need anything else. Stay safe.

                F
                freedomdiscos
                September 5, 2020

                I'd like my own default wording within the email sent with the invoice.  I'm sure this used to be a feature some time ago, but now doesn't appear to be an option now.  Quickbooks is meant to be something people can use on the go, so would be useful to add this feature of being able to set and save our own default message.

                 

                Another feature I seem to have missing that was useful, was the option to enter customer contact details from my contacts list on my phone, I now have to spend time manually entering the details.

                 

                Both features used to be there and would be really great to have back and less time consuming.

                  J
                  Joelashton14
                  October 4, 2020

                  I would also like the change the default message to clients (when sending an invoice). Starting of with "Hey" is not something I am keen on.

                  N
                  Naga78
                  November 7, 2021

                  Wow, this is disappointing. Surely there are developers working for QB that could implement this very simply in a matter of hours. Why has this not been done, so simple and would certainly improve the user experience a lot!? Typical big lazy company maybe?

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