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stacey17
October 15, 2019
Question

Can you make the body of an email for an estimate similar to that of an invoice. At the moment the estimate looks like a coded message almost.

  • October 15, 2019
  • 1 reply
  • 0 views
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1 reply

J
JamesM
October 15, 2019

Hi Stacey,

 

I'm happy to have you join us in the Community. It'll be a pleasure to show you how to edit the message body on your estimates so they stand out. 

 

To do this, you'll need to customize the estimate template by clicking on the Gear icon > Custom Form Styles > select Edit next to the estimate template > navigate to the Emails tab and edit the message body. I'll attach a screenshot below for reference. Once you're done editing, don't forget to click Done and save the edits you've made. 

 

 

The next time you Save and Send an estimate, you should see the new custom message already pre-filled. You can also edit your invoice template the same way as described above. Here's a helpful article which will show you how to customize invoices, templates etc. : Customize your invoices, estimates, and sales receipts in QuickBooks Online.

 

In case you have further questions, don't hesitate to reach out. I'll be happy to give you a hand. :)

M
Milton4
August 29, 2022

I'm having the same issue. The message body isn't the issue. Its the summary thats being sent. Looks really bad! 

Jen_D
Jen_D
August 29, 2022

I'd like to help you resolve this email body format concern in QBO, @Milton4,

 

If you're referring to the fonts we can check if the settings was set to, let's check or toggle your email settings to refresh the transmission. Follow these steps:

 

  1. Click the Gear icon and choose Accounts and Settings.
  2. Go to Sales then Online Delivery.
  3. Under Additional email options for invoices, check if HTML was selected.
  4. If it shows that option, switch it to Online Invoice.
  5. Don't forget to press Save and Done after.

 

After that, try resending the invoice and see it it changes the format this time.

 

Kindly update me with the result as I want to make sure you can send formal invoices to your clients. I'll be right here also if you need further help with the steps.

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