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K
kwas
July 24, 2023
Question

Invoice Template - changing Email wording for Recurring DDR v Standard Invoices

  • July 24, 2023
  • 1 reply
  • 0 views

I have a client who sends some Warranty DDR recurring invoices monthly .

They also send standard invoices due for payment. 

 

If i go into customise template under emails and change the 'message to customer' it changes the message on all my templates.  If i create a new DDR template it does the same.

 

The client would like specific email wording for recurring DDR warranty payments with a note not to pay this its for info only. Different to the standard emails.

 

I dont seem to be able to do this at all, only one email to cover all options which isnt really suitable. Is there a work around?  

1 reply

J
JamesAndrewM
July 24, 2023

I appreciate all the effort you've put into sharing these details.

 

I also can see how convenient this is for you and your business. Currently, this is the design configured in QBO. As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here's how to send feedback: 

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Feedback under Profile.
  3. Share your feedback.
  4.  Click Next to submit.

 

Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback. 

 

You can utilize these articles to guide you in the future: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!

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