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F
FlexFl
June 26, 2023
Question

Invoicing Email

  • June 26, 2023
  • 2 replies
  • 0 views

Hello - 

 

I am trying to update the email template that goes out with our invoices. Not the text template, the actual header and footer template around it with our company name and the pay now button on the top and the intuit, inc all rights reserved on the bottom. Ours has changed for some reason. Where does that data come from?

Thank you.

2 replies

Angelyn_T
Angelyn_T
June 26, 2023

Hi there, FlexFl. I can see the importance of modifying the email template for your invoices in QuickBooks Desktop (QBDT). Let me share some information about this feature.

 

QuickBooks is constantly getting a makeover for product updates and improvements. The look and feel of sending invoices from our system may be different, but the same ease of use and effectiveness will remain. The good news is that you can always modify your forms and templates through the Preferences window.

 

Here's how:

 

  1. Open your file.
  2. Go to the Edit menu, then Preferences.
  3. Tap on Send Forms.
  4. Click on Company Preferences.
  5. Choose the template you're using, then Edit.
  6. Start to alter the details from there.

 

I'm also adding this article for more reference: Create custom email templates in QuickBooks Desktop. 

 

To learn more about invoice layouts, you can open these articles:

 

 

If you have other concerns while emailing your transactions, let me know by leaving a comment below. I'm more than happy to help you again. Have a good one!

F
FlexFlAuthor
June 26, 2023

Thank you for answering, however, in the header of our emailed invoices, our company name has reverted back to our prior company name and there is a misspelling. The pay now button is also gone. It is so embarrassing. I can't find the template or layout or whatever it is to correct it. It is definitely not from an upgrade. 

    J
    JamesAndrewM
    June 26, 2023

    Hello there, 

     

    You can change it according to your updated company name for your forms and templates through the Preferences window by following the updated steps provided by my colleague above. You may also refer to the screenshots we attached for better reference.

     

    1. Go to the Edit menu, then Preferences.
    2. Tap on Send Forms.
    3. Click on Company Preferences.
    4. Choose the template you're using, then Edit or Add.
    5. Start to alter the details from there.



     

    As for your Pay Now button, you'll want to review the setup again if the online payment option is enabled. Or If you've upgraded your version, you can reconnect your payments account by following these steps:

     

    1. In QuickBooks Desktop, go to the Customers menu.
    2. Select Link Payment Service to Company File. If you see a message about credit card protection, fill out the fields and select OK.
    3. Enter the user ID and password you used to sign up for QuickBooks Payments. Then click Sign In.
    4. Choose Connect. Or if you're transferring your payments account to another company file, click Transfer and then Yes, transfer.

     

    For more details, refer to this article: Connect your QuickBooks Payments account to QuickBooks Desktop.

     

    You may visit this article to learn the reconciling workflow: Learn the reconcile workflow in QuickBooks.

     

    Don't hesitate to add more questions if you need anything else. We'd be more than happy to help you again.

    J
    jennisbs
    September 29, 2023

     To Intuit: it’s NOT something we can fix under preferences. It’s the QB Intuit email that sends to the client. The Email is pulling the QB FILE NAME, not the company information in the file. The tiny “pay now” button is not visible. The pink lines and wording look like a complete scam. This is incredibly embarrassing and Intuit needs to fix it immediately. Like who at Intuit thought this was a good look and approved this change?

     

      D
      DebSheenD
      September 29, 2023

      Hi there, @jennisbs.

       

      I’ve seen that you’ve posted multiple times with the same concern in the Community space. My colleague already handled this for you. You can visit this link to view her recommendation: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/re-change-to-email-invoices-qbent-2023/01/1321757#M196582

       

      If you need more information about managing your company, feel free to visit our Support page. It contains ways and tips to make sure everything is accurate and organized.

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