Mark_R
Moderator

Other questions

Welcome to the Community, @Gayle3.

 

You'll be happy to know that you can set up an email template as required by your clients. And I'd be glad to assist you with this.

 

You can create multiple email templates and copy and paste their own email template. To set add email template, here's how:

 

  1. From the Edit menu, select Preferences then Send Forms.
  2. Go to the Company Preferences tab.
  3. In the Delivery Method Default drop-down, choose E-mail.
  4. In the Email Templates drop-down, select Invoices.
  5. Click Add Template.
  6. Modify the email template by pasting the required email template.
  7. To set the template as default, make sure to select Default, then Save.
  8. Hit OK.

After adding a template, you can send an invoice with their own email template by clicking the Email drop-down and choosing the created email template.

1.PNG

You can check out this article for your reference: Customize Email Templates in QuickBooks.

 

Don't hesitate to let me know if you have other concerns about the email template. I'd be glad to help.

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