![]() ![]() I'm pretty tech savvy and I am not afraid to dig in and edit config files and the like. ![]() For customer coherence, I would like to keep the invoice name formatting the same, but I cannot find where I can edit that. Does anyone know which files I need to edit in order to have 100% customization of the emails that are sent out? If so where are they? Also, I have my own format for how the invoices are named when they are saved as a pdf and manually sent out. I've been digging in the program files trying to find all of the formatting and the basic html email template QB uses and I'm coming up blank. This is not something that is available in the template editor mentioned above. I would like to be able to edit this as well. Why would you even want that? My company name is going to remain mostly static on emailed invoices, and if it changes I can easily just make more templates for each one.Īdditionally, when the email arrives with the client, it has additional formatting making it look a lot more professional than just a plain text email. If you need a more customized invoice for your business, check out our online invoice generator for a simple way to create custom professional invoices. This would be incredibly useful if it was the client's company name, not my own. Looking for the right invoice template Download one of our free, easy-to-use invoice templates to get started. Export your file for your accountant and import accountant changes. Send journal entries back and forth with your accountant. Import bank transactions with Web Connect files. Import and export invoice and other form templates. The keen among you may note that there is an option for "Company-Name". Ways to import and export info in QuickBooks. Give me one for company name, first, last, and prefix and I can figure out how it needs to be formatted. I don't need 4 just to format how their name shows up. These wouldn't be that bad if they were actually for meaningful data. As it stands, you can only use some in one or the other. It would be even nicer if you could use them in both the subject and body interchangeably. I am looking for a more powerful way to do this.įor starters, it would be nice to be able to use more than the 10 variable fields. What you are able to do from here is incredibly limited. I already know about the Edit>Preferences>Send Forms>Template Edit option. Print or email your invoices as you normally do, and your logo will now be displayed.I've been trying to figure out how to customize the the emails sent from the desktop when we send out invoices. Click on "Create Invoices in the Customer Center" and make sure the name of the template you just changed is showing in the Template box in the upper right corner of the invoice. Once you create another invoice, it will follow the new number sequence that you set up. Once you are happy with your changes, click "OK" on the Basic Customization screen. Once done, click Save and Close to complete the process. Smart predictions make it easy to know when your invoices will be paid, you can even automate gentle reminders for overdue invoices. If you are not satisfied, click on the "Layout Designer" button again and make any additional changes you would like. 91 of customers say invoicing with QuickBooks saves them time With QuickBooks Online you can send customized, professional invoices from your phone or computer, no matter where you are. When the double arrow appears, you can left-click and drag to increase or decrease the size of the logo.Ĭlick the "OK" button at the bottom of the Layout Designer screen to save your changes and return to the Basic Customization screen, then click on "Print Preview" in the lower right corner. You can also resize the logo by selecting it and putting your cursor over one of the boxes on the selected perimeter. Move your cursor over the selected logo and when the crosshairs appear, left-click and drag the logo into the position you want on the form. To reposition the logo, click on it to highlight it. The logo will now appear on your invoice template in the Layout Designer screen. Click "OK" to the warning that says QuickBooks will copy the image. When the Select Image screen pops up, find your logo file that you saved to your hard drive in step 1 and double-click it (or select it and click "Open"). Locate the "Add" button at the top of the Layout Designer screen and click on the down arrow on the Add button, then hit '"Select Image." Click on the "Layout Designer" button at the bottom of the Basic Customization screen. ![]()
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