JaeAnnC
QuickBooks Team
QuickBooks Team
‎July 04, 2023 08:43 AM

Manage customers and income

I appreciate you joining in on this thread, @FTC_DH. Let me step in and share details about viewing the actual email sent to your customer in QuickBooks Online (QBO).

 

Once you've created your sales forms, you may email them now or later. However, we can only see the status and not the actual email after sending it. 

 

For now, you'll want to send the sales form again to your customers so they'll have another copy. Here's how:

 

  1. Go to Sales and click All Sales.
  2. Find the sales form you wish to email. Select the Action dropdown and click Send.
  3. Verify the information and select Send.

 

Furthermore, customise the information, appearance, email message, and templates within your QBO invoices, quotes and sales receipts. This way, you'll be able to develop attractive and professional-looking sales forms that can boost your business communications.

 

Let me know whenever you have additional questions about emails. The Community is here to assist you further. Take care and have a nice day ahead!

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