Question

When emailing a sales receipt, how can I add links into the body of the email (not attachment)?

Forum|Forum|5 years ago
January 14, 2021
2 replies
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Original commenter did not share additional details

QuickBooks Online

Thanks for checking in with us, CentralOfficeBookstore.

Aside from the Attachments field, we can manually enter the links in the Body section when sending a sales receipt. Just tick the Save and send button and add the links in the Body field. For more details about sending sales receipts, see the Create and send sales receipts in QuickBooks Online article for more details. If you need to customize the transactions, just follow the steps and details in the Customize invoices, estimates, and sales receipts in QuickBooks Online article.

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Feel free to visit our Sales and customers page for more insights about managing your company's income and customers.

The Community will always have your back if you need a hand with running your reports or any QBO related. Assistance is just one post away. Have a great day.

I

IFAA

I have attempted to add links in the body of the email, however, that field is formatted to Plain Text. My links are not active. How can I change the email body field tp HTML?

BettyJaneB

I'm happy to see you again here in the Community, @IFAA.

Let me provide additional insights regarding adding links to the body of the email in QuickBooks Online.

The links will be displayed as plain text once added to the body of the invoice email in QBO. Changing it to an HTML format isn't available.

To share a link to your customers, you can add them as plain text. For more tips about the customization that can be applied on the sales forms in QBO, please scan through this link: Learn how to personalize and add specific info to sales forms.

I can see how adding the option to edit the format body section of the invoices could help your business exemplify its style. Know that our developers are constantly considering new features to be added to the system to improve the product.

I'd encourage you to check out our QuickBook Online Blog site regularly to be updated with our latest product updates.

Please let me know if there's anything else I can do to be of assistance. I'm always here to provide help and answer any questions that you may have. Cheers.

I

icecoldusa

Spent an hour w/ customer services, and the genius there are no help! have you found a solution?