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UnionElecBookkeep_Ashley
October 3, 2024
Question

Body of email Want to create a more modern, clean look.

  • October 3, 2024
  • 1 reply
  • 0 views

I have been desperately trying to update this part of the emails auto filled and sent to customers but I can not seem to find this setting to change this template. Someone please help!!

 

To clarify, I am using Desktop Pro 2021, this comes up in my email body when I go to sent the invoices only.

 

All the reminders/statements are basic text (would like to do something more with these too).

 

It was already like this when I started here so I am not sure if this is a default setting or if a template created by someone before me.

1 reply

I
Ivan_G
October 3, 2024

QuickBooks generates a default invoice message once you create and send it to your customers, UnionElec.

 

We can edit the messages on your sales forms by adding a new template. I'm here to lead the way.

 

  1. Open your QuickBooks company file and select the Edit menu.
  2. Select Preferences and then Send Forms.
  3. Choose the Company Preferences tab.
  4. Pick the sales form you want to edit (Invoices or Statements) from the Invoices dropdown. Then, Add Template.
  5. Enter the messages and information in the template's body on the Add Email Template page.
  6. Once done, click Save.

 

Please know that the changes made won't apply to old or existing sales transactions and will only reflect on the invoices you generate moving forward. Moreover, you can only add HTML or plain text to the template.

 

For the Reminders, you can modify the following:

 

  • Control how often you send payment reminders to customers.
  • Customize the email template sent with the reminders.
  • Include instructions for paying online or by email.
  • Set a grace period for late fees and choose whether to include open invoices or all transactions in the reminders.

 

To do so, kindly refer to the steps below.

 

  1. Go back to the Preferences tab and then Payments.
  2. Select the Company Preferences section and tick Yes for the Do you want to send payment reminders? option.
  3. Set up how often you'd like to be reminded to check and approve reminders.
  4. Double-check and keep on modifying the reminder according to your preference.
  5. Once ready, hit Ok. Then, Finish.

 

To learn more about managing your reminders, you can review this link: Create automated payment reminders for invoices and statements.

 

I'm also adding these articles, which will be handy in managing not just your sales but also expense forms and generating and editing your report preferences:

 

 

If there's anything else I can help you with regarding your sales forms, customer transactions, or other preferences in QuickBooks, tag me on this thread. I'll be ready to help you again.

U
UnionElecBookkeep_AshleyAuthor
October 3, 2024

But like i said, this is only the text, it doe not allow me to edit the box that shows up in my email (photo posted on original post)

 

I have the options in the photos attached to this..

Candice C
Candice C
October 3, 2024

Good afternoon, @UnionElecBookkeep_Ashley. 

 

Thanks for reaching back out and adding some additional information about your concerns. 

 

First, you can only have HTML or plain text. I'll submit feedback on that part so that our Product Developers can consider this in the near future for you and other users. 

 

Moreover, have you tried the steps listed in the guide below to get some of the requests you're looking for: 

 

Create custom email templates in QuickBooks Desktop

 

Feel free to let us know how those steps go and if you have any other questions as well. I'll be waiting for your response! 

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