Skip to main content
R
Race-MX
February 20, 2024
Question

Formatting Email Body in Invoices

  • February 20, 2024
  • 1 reply
  • 0 views

Is there an option to format the message in emailed invoices? The format is currently text centered and the margins on the edge of the page are almost zero. So what my customer sees is:

 

Dear Customer,

 

We appreciate your business. Please find your invoice details here. Feel free to contact us if you have any questions.

 

Thank you!

XYZ Company

 

 

 

1 reply

M
MAnneJ
February 20, 2024

We can work together to customize your invoice in QuickBooks Online (QBO), @Race-MX. 

 

Let's go to the Custom form styles to edit the message as to how you'd want your customers to receive them. This way, you'll be able to add and edit how the invoice message your customer will receive. 

 

Here's how: 

 

  1. Go to the Gear, and select Custom form styles.
  2. Click the New Style, and then Invoice. 
  3. Under the Emails tab, edit the Message to your customer and the Subject option.
  4. Click Done.

 

If you set this customization as default, it will be used for your future invoices.

 

However, if you're currently on the Invoice page, you can find the Customize option located at the bottom of the page.

 

Additionally, you'll want to check this article that'll help on how to receive and record invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online.

 

Please reply to the thread if there's additional assistance needed customizing your sales forms in QuickBooks Online. Keep safe. 

R
Race-MXAuthor
February 20, 2024

Sorry I wasn't clear enough. The actual invoice is not the problem. When I send an invoice to a customer for payment the text in the email body that the customer receives is not formatted properly. The bottom of the email has free advertising for Quickbooks so maybe the customer doesn't blame me personally for poor formatting skills. How do fix this? 

 

[img]https://i.imgur.com/vUgfoni.png[/img]

A
AileneA
February 20, 2024

I understand how crucial and relevant invoice emails are in displaying the proper format when a customer receives them, Race-MX. But don't worry, we will work together to resolve this issue.

 

If you have customized your invoice template in QuickBooks Online, it's important to note that the system will rely only on the invoice template you have set up and configured. Any changes you make to the template will affect how your invoices appear to your customers.  

 

Let's try using a default template to see if the problem persists. This will help you determine if the issue is with your customized template or something else. 
 

However, if the problem continues, the web browser your customer uses to access QuickBooks Online could impact how the email body is displayed. To rule out any browser-related issues, try accessing QuickBooks Online using a private/incognito browser and clear your browser cache and cookies once it works. Here's how:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If the private/incognito browsing works, clear the browser's cache so the system can restart. Otherwise, switch to a different browser like Firefox, Google Chrome, or Safari. The one you are currently on may be having a temporary issue with QuickBooks, and using a new browser for the moment will allow you to get back to work.

 

You may also visit this resource to know what computer and browser you need for the best QuickBooks experience: System requirements for QuickBooks Online, Accountant, and QuickBooks Self-Employed.

 

Please refer to our Community link, Invoices, and payments for help with adding, organizing, and sending invoices. 

 

Please let me know how things go on your end. I'm always here to lend a helping hand. Take care, and have a great day!

Terms & ConditionsAccessibility statement