Skip to main content
G
Gayle3
April 12, 2019
Solved

Using multiple email templates based on client type

  • April 12, 2019
  • 2 replies
  • 0 views

I have several different types of clients, each requiring their own email template when I mail invoices. Is there a way to set the email template to use at the customer level: 

    Best answer by Mark_R

    Welcome to the Community, @Gayle3.

     

    You'll be happy to know that you can set up an email template as required by your clients. And I'd be glad to assist you with this.

     

    You can create multiple email templates and copy and paste their own email template. To set add email template, here's how:

     

    1. From the Edit menu, select Preferences then Send Forms.
    2. Go to the Company Preferences tab.
    3. In the Delivery Method Default drop-down, choose E-mail.
    4. In the Email Templates drop-down, select Invoices.
    5. Click Add Template.
    6. Modify the email template by pasting the required email template.
    7. To set the template as default, make sure to select Default, then Save.
    8. Hit OK.

    After adding a template, you can send an invoice with their own email template by clicking the Email drop-down and choosing the created email template.

    You can check out this article for your reference: Customize Email Templates in QuickBooks.

     

    Don't hesitate to let me know if you have other concerns about the email template. I'd be glad to help.

    2 replies

    M
    Mark_RAnswer
    April 12, 2019

    Welcome to the Community, @Gayle3.

     

    You'll be happy to know that you can set up an email template as required by your clients. And I'd be glad to assist you with this.

     

    You can create multiple email templates and copy and paste their own email template. To set add email template, here's how:

     

    1. From the Edit menu, select Preferences then Send Forms.
    2. Go to the Company Preferences tab.
    3. In the Delivery Method Default drop-down, choose E-mail.
    4. In the Email Templates drop-down, select Invoices.
    5. Click Add Template.
    6. Modify the email template by pasting the required email template.
    7. To set the template as default, make sure to select Default, then Save.
    8. Hit OK.

    After adding a template, you can send an invoice with their own email template by clicking the Email drop-down and choosing the created email template.

    You can check out this article for your reference: Customize Email Templates in QuickBooks.

     

    Don't hesitate to let me know if you have other concerns about the email template. I'd be glad to help.

      G
      Gayle3Author
      April 15, 2019

      Thank you Mark_R. This answers my question. Take care!

      M
      Mark_R
      April 15, 2019

      Hello there, @Gayle3.

       

      I'm happy to know that the steps I provided above answers your question.

       

      In case you need tips and related articles in the future, visit our QuickBooks Community help link for reference: QBDT Self-help.

       

      Please know that the Community is always here if you need more assistance with QuickBooks. I'll be happy to help you out. Have a great day!

      S
      skipbales
      September 5, 2019

      I need to be able to email templates to different email addresses depending on the template.  The initial copy goes to sales to confirm the correctness of the order but once it ships the invoice goes to their billing.  Right now I have to send everything to everyone.  I need an email address per template not per customer.

      C
      Charies_M
      September 5, 2019

      Hello there, skipbales.

       

      At this time, you can only set a specific email template per Customer:Job in QuickBooks Desktop.

       

      I can see how beneficial it can be being able to email templates to different email addresses. I'd like to share this suggestion to our developers for this can help them in determining what options to introduce into the software in the future updates.

       

      For now, I encourage you to check our QuickBooks New Features to be updated of the latest product enhancements.

       

      Here's how:

      1. Go to Help.
      2. Click New Features.
      3. You can either choose New Feature Tour or What's New.

      Know that you're always welcome to come an visit us again if you have other concerns. I'd be more than happy to help.

      S
      skipbales
      September 6, 2019

      Thank you.  It seems this is a pretty basic need.  I believe it would have universal support.  

       

      By default I have to set each company to copy everyone and try to remember to delete the users who don't want a copy but it is easy to forget.  If I try to remember to add a user and forget the order does not go in to the manufacturer.  If I have to remove the manufacturer copy and forget they get copied on the invoice and think it is a new order.  The owners do no like the Sales people to get copies of the overdue invoice emails and I sometimes forget to remove them.  

       

      A template for each group would really be handy.  I how QB is listening.  :-)

        Terms & ConditionsAccessibility statement