@user25542 wrote:
I have QB for Mac 2013 and commonly send invoices from QB using Apple Mail. QB autofills the email address, subject line and "Dear <contact>" which is great, but I want to be able to modify these.
The subject line has to be manually fixed each time because it puts parentheses around the invoice number as in: "Invoice No. (11111)" and I want to remove that. Also, it puts a comma followed by the customer name in the subject line, which does not look professional and I'd like to remove that. The autofill for the salutation in the email body includes the contact's full name and I'd like to change that to only include the customer's first name.
I've looked and searched every way I can think of to find instructions to fix this to no avail.
I finally figured this out! You have to be logged in as the Admin in single user mode, go to Edit / Preferences / Send Forms / Company Preferences / Email Templates - chose whatever template you need, in this case Invoices, will have a default, click on Add Template, it will rename a new template for you and bring up the current template, change it however you need, then check mark the Default template check
mark, and save it, and it should now by your default template for emailing invoices.
