MaryGraceS
Moderator

Manage your account

Hi there, @snoble405.

 

First, I appreciate your idea to add new options for greetings. Currently, there's isn't a way to do this, but you can enter personalised greeting before the message text on the email.

 

You can customise the sales form template within QuickBooks Online to enter the greetings manually. Let me show you how: 

  1. At the top right, click the Gear icon. 
  2. Select Custom Form Styles.
  3. In the Custom form styles lists, select the template. 
  4. Go to the Emails tab. 
  5. Remove the checkmark in the Use greeting box. 
  6. Enter your greeting.
  7. Hit Done.

Another option is to add the greeting when you're ready to send the transaction. Simply enter it in the Message field. 

 

I've attached some articles you can use to customise the form content, as well as some links to send sales forms to multiple email address:

Drop me a comment below if you have any other questions. Have a great day ahead.