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janessa-roguehea
June 19, 2024
Question

How to change the default salutation in email template for sending invoices

  • June 19, 2024
  • 1 reply
  • 0 views
Whenever I go to send an invoice through QuickBooks, the email salutation is defaulting to an old name. The correct information is listed in the client details, the template rule, everywhere - but yet when we go to send an email, it's still defaulting to the name of a prior client rep. E.g., we have a client who used to be represented by John Smith, and now is represented by Jane Doe - whenever we go to email Jane an invoice, John's name is still showing up as the default salutation and has to be manually changed each time. This is happening for multiple customers and I cannot find the setting to edit.

1 reply

C
CharleneMaeF
June 19, 2024

Let's edit the Sales settings to ensure the correct salutation name is used when emailing invoices, Janessa. I'll provide the steps to achieve this.

 

In QuickBooks Online, you can decide the greetings you can use when sending your entries to your client. I've listed the available format below:

 

  • [First] [Last]
  • [Title] [Last]
  • [First]
  • [Full Name]
  • [Company Name]
  • [Display Name]

 

To rectify your issue, I recommend modifying the Greeting section. Before proceeding, identify which part in the client's profile Jane Doe is entered.

 

Then, follow these instructions to change the settings:

 

  1. Go to the Gear icon and then select Account and Settings.
  2. Click Sales on the left pane.
  3. Scroll down to the Messages section and click the Edit icon.
  4. On the Use greeting, select the correct salutation.
  5. Click Save, then Done to save changes.

 

I've added this article to help you personalize your email message: Set up or change customer messages.

 

Once your client pays you, you can track the payment in QuickBooks Online to ensure your books remain accurate.

 

Please know that I'm here to provide continuous assistance and support in changing the client's name, customizing your sales forms, or managing customers' payments. I'll keep an eye on your response in this thread to ensure you'll receive help immediately.

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