Good job exploring QuickBooks Desktop to apply your custom templates to batch invoices, Quisp. Let me share some troubleshooting techniques to achieve your goal of using a more personalized form for your customers.
Since the new template you created doesn't show when sending emails, let's copy and paste the correct message first before sending them by following the steps below:
- Go to the Edit menu and select Preferences.
- Choose the Send Forms menu and then the Company Preferences tab.
- Highlight the template you want to use and select Edit.
- Copy the message's body text.
- Go to the File menu and select Send Forms.
- Determine the email you want to send. Paste the copied text into the body section.
- Click Send Now.
Next, follow this instruction to reset your email later settings:
- Find and open the transaction you want to send.
- Select to uncheck the Email Later box. Then select Save & Close.
- Reopen the transaction. Select to check the Email Later box. Then select Save & Close.
However, I recommend verifying and rebuilding your data in QuickBooks Desktop if the issue persists. This tool scans damage and fixes them.
To learn more about modifying email templates with tailored subject lines and email bodies for your transactions, refer to this article: Create custom email templates in QuickBooks Desktop.
Furthermore, save this guide for the resolutions in case you encounter issues while utilizing templates: Fix common issues when you use and customize templates.
Creating eye-catching forms helps build good relationships with your customers For more concerns about sales, add them below. It'll be my pleasure to assist you.
