Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
LadyRoxann
Level 3

Quickbooks Online now forces customer name (in really bad format with incorrect punctuation) to invoice email cover letters

Please stop "upgrading." I don't have time to keep trying to fix the problems the "upgrades" are creating. I do NOT want my clients' names to be included in the email cover letters. I un-clicked that option long ago. It's still un-clicked.  But the names are on EVERY cover letter/email I send with no way to remove them.

 

No matter what I do now, ALL clients get:

 

"Hi [last name, first name],! Here’s your invoice from [my company]!" (Yes, there's a comma AND an exclamation mark behind their names. That might not both many. It bothers me. 

 

They know I'm sending an invoice. They know their names. That line can be deleted. I just want our very brief cover letter - nothing else. I'm hoping this will be a simple fix. If it is, I've spent too long trying to find it.

 

It's even more embarrassing with clients who are sub-clients to a master account. It adds all the sub client info AND the master account info in that first line. It's been two days and every client I invoice is getting these horrible, unprofessional emails.

 

It's also moved MY cover letter (the one that was working for me) further down. I guess I cross my fingers that they will scroll down to what I'm trying to convey. (?)  This is very frustrating. I'm writing to you at nearly midnight because I don't have time to fix this during the day

 

The invoices going out now with the most recent changes by QB are completely embarrassing.

 

I have UN-clicked everywhere I can find to remove client names from the invoice / reminder cover letters. But the weirdly formatted names are on every invoice cover letter and cannot be removed before I send.

 

Please help me correct this before hundreds more go out with such an unprofessional appearance.

Need to get in touch?

Contact us