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January 4, 2024
Question

In QuickBooks online How do I edit the invoice email template to my own words?

  • January 4, 2024
  • 1 reply
  • 0 views
I don't like the message in the email template.  How do I edit it in QB Online

1 reply

January 4, 2024

Hello there, WendeWoolley.

 

I understand your desire to personalize your invoice email template to match your words and branding.

 

In QuickBooks Online (QBO), we can update the email template by going to the Custom form styles. I'll guide you on how to do it.

 

  1. Go to the Gear icon.
  2. Under Your Company, select Custom form styles.
  3. Select the template you want to edit.
  4. Click the Emails tab.
  5. Update the Message to the customer and other information you want to change.
  6. Hit Done.

 

Afterward, send yourself an invoice to verify the template update.

 

For additional information, check out this link: Customize templates.

 

Here's an article you can read to learn more about how you can create and import an invoice logo: Add, customize, or remove logos on sales forms.

 

Let me know if you need further assistance with the customization process. I'm always here to help. Take care.