Skip to main content
R
reef_christy
February 24, 2024
Question

Create custom form for customer who receives plain text emails only

  • February 24, 2024
  • 1 reply
  • 0 views

We have a few different custom forms created to send invoices to our customers, and for the most part it works great. But a few of our customers have email terminals that only read plain text emails, no HTML. For those customers, the URL links to view or pay the invoice are stripped from the email. And it also strips any attachments so including the PDF of the invoice doesn't work. Two questions:

1) Can we create a custom form to use for these customers that is suitable for plain text

2) Are we able to indicate which customers get plain-text only emails, or do we have to switch to that template every time we send to that specific customer.

 

Any suggestions or other guidance on this topic appreciated. Thanks!

1 reply

S
SheandL
February 24, 2024

In QuickBooks Online, creating a custom form for customers who only read plain text emails isn't possible, @reef_christy.

 

QBO allows you to send an email invoice in plain text format. However, can't be incorporated into a custom form template because this is a global setting functionality. Therefore, if you want to send an email invoice in plain text format, you'll have to manually select the Plain text option in the settings if you send one. I can guide you through the steps on how to do this.

 

  1. Go to the Gear icon. 
  2. Under Sales, locate the Online delivery.
  3. Click the pencil icon, then choose Plain text in the Additional email options for invoices dropdown.
  4. Hit Save and Done.

 

To use a specific template in QBO, you will need to switch to it manually regularly since QBO can't automatically change to your desired template.

 

You can also run sales reports in QBO to gain information about the items you buy and sell, as well as the status of your inventory.

 

Please use the comment section if you have other questions about creating custom form styles in plain text. I'd be pleased to assist you anytime.

Terms & ConditionsAccessibility statement