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:
ZackE
Moderator

Reply to message

Thanks for following up with the Community, Geenamc69.

 

You can customize your email template to prevent the vendor's contact name from showing up in emails.

 

Here's how:
 

  1. Access Custom Form Styles:

    Go to the File menu and select Custom Form Styles.
     
  2. Select the Form Type:

    Click the New Style button and select the form type you want to customize (e.g., Invoice, Payment).
     
  3. Edit the Email Template:

    Go to the Emails tab.

    • Message to Customer - Edit the message in the "Message to Customer" box to remove any reference to the contact name and include the company name instead.

    • Subject - Edit the subject line to include the company name and invoice/payment information, rather than the contact name.

    • Uncheck "Use Greeting" - Uncheck the "Use Greeting" box under the Subject field to remove any default greeting that might include the contact name.
     
  4. Select Done to save your changes.


You can refer to our Create custom email templates article for detailed information on the process.

 

Please feel welcome to send a reply if there's any additional questions. Have an awesome Thursday!

Need to get in touch?

Contact us