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sunny20
Feb 20, 2025 6:44 PM UTC
Solved

editing email message before sending invoice

We have an email template set up for when we send out invoices. I thought I could edit the body for one certain customer but they didn't see the message on their end. I'm using Desktop Enterprise. 

MirriamMAnswer
Feb 20, 2025 8:25 PM UTC

You can't edit the email message in the existing invoice template, sunny20. You'll have to create a new template and make the necessary changes so you can use it when sending invoices to your customers. I would be pleased to provide guidance during this procedure.

 

Here's what you'll need to do:

 

  1. Go to the Edit menu at the top.
  2. Choose Preferences.
  3. In the left menu, select Send Forms and go to the Company Preferences tab.
  4. In the Add Email Template window, enter the correct information and click Save.

 

If you’d like to make your invoice more personal in the future, you can refer to this article for detailed guidance and information: Use and customize form templates.

 

If you require help with recording invoice payments, I have a useful resource available: Record an invoice payment. It’s easy to follow, so feel free to check it out anytime.

 

Touch base with us here should you have a query about managing your invoices. We've got your back.

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4 replies

MirriamMAnswer
Feb 20, 2025 8:25 PM UTC

You can't edit the email message in the existing invoice template, sunny20. You'll have to create a new template and make the necessary changes so you can use it when sending invoices to your customers. I would be pleased to provide guidance during this procedure.

 

Here's what you'll need to do:

 

  1. Go to the Edit menu at the top.
  2. Choose Preferences.
  3. In the left menu, select Send Forms and go to the Company Preferences tab.
  4. In the Add Email Template window, enter the correct information and click Save.

 

If you’d like to make your invoice more personal in the future, you can refer to this article for detailed guidance and information: Use and customize form templates.

 

If you require help with recording invoice payments, I have a useful resource available: Record an invoice payment. It’s easy to follow, so feel free to check it out anytime.

 

Touch base with us here should you have a query about managing your invoices. We've got your back.

sunny20Author
Feb 20, 2025 9:24 PM UTC

Thanks, I don't really want to create another template just for one or two customers. Now that I know I can't edit the message, I'll just send another follow up email. Thanks for your help.

FishingForAnswers
FishingForAnswers
Feb 20, 2025 9:10 PM UTC

@sunny20  You definitely can change the body of the message for a particular customer in normal Desktop, so I can't imagine why you wouldn't be able to in Enterprise.

 

There is a common error people make when sending out more than one e-mail at a time, though.

 

That is, they do not click on the line for the customer they want to edit the body for. Could be that this was the case for you; if so, somebody else got that message instead.

sunny20Author
Feb 20, 2025 9:20 PM UTC

I was only sending one customer an invoice. They emailed back the email I sent them and it did not have what I added onto the body of the email, only the original template. When emailing their last invoice for a particular job, I need to let them know that it's their final billing. Now, I have to email them twice. Once for the invoice and once to let them know that it's final. There has to be a simple solution.

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