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Replying to:
Kurt_M
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Hi there, @nicole40.

 

Upon checking the attached PDF file in your response, It looks like this has something to do with your company setting's Online delivery section. That said, for you to get your preferred invoice email, you'll have to switch from HTML OR PLAIN TEXT to an Online invoice. I'll gladly walk you through the process to get you going. To begin, here's how:

 

  1. Access your QuickBooks Online company.
  2. On the top-right corner, click the Gear icon and then select Account and settings.
  3. Go to Sales, and then click Online delivery.
  4. In the Additional email option for invoices section, click the dropdown arrow and then select Online invoice.
  5. Once done, click the Save and then Done.

 

For visual reference, see the screenshot that I've attached.

 

 

 

 

 

 

 

In addition, here's an article to help you manage invoice payments inside QBO: Record invoice payments in QuickBooks Online.

 

@nicole40, please let me know how it goes. I'm determined to help you get through this situation. Take care, and have a good one!

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