I ended up contacting a Quickbooks IT specialist under Help - Find A Local Quickbooks Desktop Expert to Quickbooks.

We tried repairing Microsoft and found that we were then able to do the following:

Create an invoice in Quickbooks, check the box next to Email Later in the toolbar & Save the invoice.

Next you have to navigate to File - Send Forms to select the invoice you are trying to send and edit the body of the template/email.

Then you are able to email select Send Now.

This is another simpler work around to the problem, but it beats what we were doing.  We were emailing the basic template  just to our company email then forwarding the invoice with attachments and edits to the body of the template to the customer after taking out all evidence that we were actually forwarding it.  My It consult suggested I try uninstalling & reinstalling Microsoft, which I did, but it did nothing else to help with this issue.