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Replying to:
JessT
Moderator

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Hi LillanLillan,

 

Thank you for participating in the discussion and sharing the format of your invoice email greetings. I understand that the approach may not be applicable to everyone, so I'll assist you in modifying the message.

 

Although poster Bkkprgal has already provided this information, in case you've skipped it, we can follow these steps to update your greetings in the Messages settings. Let me outline the process for you.

 

  1. Go to the Gear icon.
  2. Choose Accounts and settings.
  3. Click the Sales section and then the Messages section.
  4. Select the setup for the greetings, like adding the title and the part of the name should be used.
  5. Click Save and Done.

 

Once you have made the changes to the settings, you can send a test invoice to your email to preview the results. If the issue persists and the greetings remain unchanged, please proceed with the browser troubleshooting steps to check if this is due to random browser-related problems.

 

Let's begin by accessing QuickBooks through a private browsing session. This step prevents the reuse of potentially corrupted, misconfigured, or outdated cached data, which may have caused the greeting issue.

 

  • Press Ctrl + Shift + P for MS Edge or Firefox.
  • Press Ctrl + Shift + N for Chrome.
  • Hold down Command + Shift + N for Safari.

 

If, in the private browsing session, the email greeting displays correctly based on your setup, you can return to your regular browser and proceed to clear the cache. However, if the issue persists, please use a different browser to isolate the problem.

 

Please feel free to keep me posted of how these steps work for you so that I can continue to assist you if necessary. We'll make sure that this will be taken care of.

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