Thus far, no change and no fix. How much confidence would you have in a company that sends you an invoice that starts with, "Hi Smith, John - Master:Smith, John - 123 A St!," with a payment option my firm doesn't accept (Venmo)?
You have suggested the same steps to correct the problem twice. It does not work. (I want to reiterate that it was FINE less than three days ago.) The QB info is superseding my own note to my clients, added a salutation that I never wanted (or I would have clicked that option years ago), with incorrect punctuation. If my clients want to read MY email, they have to scroll past all of the embarrassing info QB has auto-added. I can't delete or modify it before sending. I can't NOT send my invoices. I thought to add a disclaimer, "Bear with us while QB attempts to fix the latest issue," but they won't see it. Unless they scroll and scroll and scroll.
Whatever you changed a few days ago? Undo it. Please. I keep discovering the new problems due to these upgrades in the middle of already full work days. This is the 3rd or 4th issue I've had to try to work around over the last month or two. Changed client views, extra clicks now to edit invoices and payments, the screen reverting back to the first client I open after I save an invoice (which seems to have been fixed), etc etc.
