ChatterBank11 mins ago
Anyone Use Quickbooks?
1 Answers
Does anyone have any idea how I change the text in the e-mail it creates when you send an invoice? Can't seem to find an option anywhere.
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For more on marking an answer as the "Best Answer", please visit our FAQ.Change Default Text in QuickBooks E-mail
Changing the text is easy once you know where to find the option to do it. Click Edit > Preferences > Send Forms, and then click the tab that says "Company Preferences". You will see a screen that looks like this:
Send Forms Default Text
Note that in the drop-down box that says "change default for", you can change the default text for invoices, estimates, sales orders, and other documents that are commonly e-mailed from withinQuickBooks. Once you have made your updates, click the OK button to save your changes.
In addition, if you put your e-mail address in the "bcc" box, you will always get a copy of any e-mail that is sent, yet the recipient won't see your e-mail address in their message.
Remember - even if you reset this default text, you can always override it on a case-by-case basis when sending forms from QuickBooks. If you want to return the e-mail text to its' original state, just click the Default button on the screen, then click OK. All of your updates to the text will then be forgotten.
Changing the text is easy once you know where to find the option to do it. Click Edit > Preferences > Send Forms, and then click the tab that says "Company Preferences". You will see a screen that looks like this:
Send Forms Default Text
Note that in the drop-down box that says "change default for", you can change the default text for invoices, estimates, sales orders, and other documents that are commonly e-mailed from withinQuickBooks. Once you have made your updates, click the OK button to save your changes.
In addition, if you put your e-mail address in the "bcc" box, you will always get a copy of any e-mail that is sent, yet the recipient won't see your e-mail address in their message.
Remember - even if you reset this default text, you can always override it on a case-by-case basis when sending forms from QuickBooks. If you want to return the e-mail text to its' original state, just click the Default button on the screen, then click OK. All of your updates to the text will then be forgotten.