EmmaM
QuickBooks Team

Other Questions

Hello E21J

 

In QuickBooks desktop you can set up a new email template by going to edit>

preferences>send forms>company preferences. From there you can set up new email template.

If you already have the templates set when you come to email out the invoices you would have to select which template you want to use for the customer as in the screen shot below.

desktop template.png

 

 

There is not currently a way to default  a template to a client specifically you can either set an overall default template and then change on the ones for the currency used less often or in the send forms change the template each time

 

 

 

Emma