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January 3, 2024
Question

I have a number of custom form styles set up. When I changed the content of the e mail on one of them, they all changed. How do I prevent this from happening?

  • January 3, 2024
  • 1 reply
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1 reply

January 3, 2024

Hi there ljohnbabineau-gm,

 

Thanks for reaching out about your email template. QuickBooks Online is a great tool able to help you create and send invoices to your customers for the services you've provided. I can provide some information about email templates for invoices.

 

In QuickBooks Online, there is only one template for Standard emails, and one template for Reminder emails, which applies to all invoice form templates. This information can be viewed by going to the Gear icon, then Custom form styles. Select an invoice style to modify it, then go to the Emails section. Under the Message to customer textbox, it's written that that message applies to all invoices, so a change to this box while accessing through a custom form style will apply this change to the message in all invoice form styles. I can see that being able to apply a specific different message to separate form styles would be a feature that you'd like to see in the software. I recommend leaving feedback in the system by clicking on the Gear icon, then Feedback. The comments made in that section are taken into consideration when designing new features for QuickBooks Online.

 

If you have any other questions, feel free to reach out here.