Can I delete the word "Invoice" from the top of my invoice emails? I already tried unselecting "form name" & "invoice number" from Content tab under Custom Form Styles.

Hello ak-sans-frontier,

QuickBooks Online offers many ways to personalize not only the transaction forms you send to your customers, but also the messages they see in their inbox when you email the forms to them. I'll go over those options with you so you can see about customizing things the way you'd like them.

The messages sent with emailed forms can be configured in a few ways: through the window that pops up when you hit Save & send, through the Custom Form Styles, and through your account settings. In the Custom Form Styles, you're almost in the right place. The tab you'll want in this case is the Emails tab. Here you can change the messaging and the pre-set text used to auto-generate information on the email form. I'll show you how to get to this same set up in the account settings as well so you can see the options.

1. Select the Gear icon.
2. Choose Account and settings.
3. Click the Sales tab.
4. Select the pencil icon for the Messages section.
5. Make the changes you need.
6. Click Save.

You'll notice the Email Subject Line has wording like follows: Invoice [Invoice No.]. The information in the square brackets is what the program uses to draw the invoice number from the system so you don't have to manually enter the number each time. You can simply remove that though and even change the subject to something else entirely if you'd like.

The body, or Email message, section can also be changed and you can save the wording as you'd like. One thing to keep in mind as you make these changes is that what you change for the invoice message will apply to all invoices emailed through the software. There isn't a way to customize email messages for unique invoices at this time except to make changes to those messages before sending them through the Save & send option on the transaction.

Give that a shot and let me know how it goes!