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Quisp034
December 11, 2024
Question

Email template for batch invoices

  • December 11, 2024
  • 2 replies
  • 0 views

Hi,

I would like to edit the email template that is used for sending batch invoices. I know how to edit the email template that goes out for single invoices. From the preferences menu, I choose "Send Form" then from there I choose "Invoices". However when one sends batch invoices that uses a different template than the "Invoice" template. The "batch invoice" template does not seem to be in the list. I would like to be able to edit the text, and insert first_name , etc. Even if I edit the email message in the send batch screen it does not use the edited text, rather a batch invoice template from somewhere.

 

Thanks,

Henry

    2 replies

    J
    JamaicaA
    December 11, 2024

    Good job exploring QuickBooks Desktop to apply your custom templates to batch invoices, Quisp. Let me share some troubleshooting techniques to achieve your goal of using a more personalized form for your customers.

     

    Since the new template you created doesn't show when sending emails, let's copy and paste the correct message first before sending them by following the steps below:

     

    1. Go to the Edit menu and select Preferences.
    2. Choose the Send Forms menu and then the Company Preferences tab.
    3. Highlight the template you want to use and select Edit.
    4. Copy the message's body text.
    5. Go to the File menu and select Send Forms.
    6. Determine the email you want to send. Paste the copied text into the body section.
    7. Click Send Now.

     

    Next, follow this instruction to reset your email later settings:

     

    1. Find and open the transaction you want to send.
    2. Select to uncheck the Email Later box. Then select Save & Close.
    3. Reopen the transaction. Select to check the Email Later box. Then select Save & Close.

     

    However, I recommend verifying and rebuilding your data in QuickBooks Desktop if the issue persists. This tool scans damage and fixes them.

     

    To learn more about modifying email templates with tailored subject lines and email bodies for your transactions, refer to this article: Create custom email templates in QuickBooks Desktop.

     

    Furthermore, save this guide for the resolutions in case you encounter issues while utilizing templates: Fix common issues when you use and customize templates.

     

    Creating eye-catching forms helps build good relationships with your customers For more concerns about sales, add them below. It'll be my pleasure to assist you.

    M
    meliwinks
    January 20, 2025

    Hey Henry, 

     

    I'm dealing with this same issue. Did you have any luck? I can't find the template for the batch emails anywhere and I looked at every email template that is in the SEND FORMS list.  

     

    Thanks! 

    Melissa

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