In your QuickBooks, go to the File menu at the top left.This helps us to check if you're having a problem with only one file and not the program itself. If the same thing happens after performing the solutions provided by my colleagues, we can try opening another company file. Let's perform some steps to get this sorted out, RJ4242. This is not the impression we want you to experience when sending an invoice template. Again, this happens to only 2 out of 9 users, so I'm sure it's a setting that I can't find. We do that, but as soon as we hit send, the changes/additions we made to the template are removed and the client only receives the generic email without any edits that we made to the message. Step 6 is edit the email message and Send. ![]() Edit the email message, then select Send.QuickBooks creates a draft email message using your default mail client. Open the transaction or record with the attachment.If you want to share a file, you can add attachments to your email. Maybe the information I found in the 2nd link you provided will help explain. The templates are generic and we need to change the email to add specific information for the client receiving the invoice. We are able to create and edit templates fine. Keep in touch if you have other questions in managing invoices in QuickBooks. Use the basic customization window the Change fonts/text and colors. This section lets you personalize fonts and colors for certain details used in the form, like company name, labels, and data.įor more info, please see this article for your guide: Use and customize form templates.Īdditionally, the following guide provides an overview of saving or sending forms, and editing an email in the program: Email sales forms in QuickBooks Desktop. ![]()
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