Custom Email Template
I would like to have the ability to create a custom email template. Under the "Custom Form Styles" I should be able to create a custom template for emailing invoices to customers.
This would allow me to use my branding and provide my customers a more personal touch. I don't like the big box in the middle of the email with the Quickbooks branding.
It doesn't add any value to me to advertise my accounting system to my customers. I would like to promote my own business.
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Lana Moore commented
You should be able to have a custom style for each type of document such as PO, Invoice, etc..
And you should be able to have those customized per customer or vendor.
ALL Vendors want to see specific things on their PO.
ALL Customers require certain things on their Invoices.
In a perfect world, there would be a Customer Center and a Vendor Center.
For each customer or vendor:
1. Pick the template style
2. Choose the content that will print
3. Create messaging for that customer in the Invoice
4. Fill in the TO, CC, and BC so they auto populate
5. Create the email style and messaging
Everything takes SO much time because there is SO much manual manipulation of a single template.
Kelly J. Rose commented
This is critical for using QBO and should've been done years ago. It is a minor item to allow the user to edit the colors and minor layout adjustments.
Greg Weston commented
I completely second Nicole's comments. Customized branding to promote our businesses is critical. I think QB is missing the boat by not offering this as an option.
Domenic Ali commented
I'm stunned that this is still not implemented yet. Seems like a 1990's feature.
Angie Jimenez commented
This is an important feature and adds a more professional invoice. It's something that QB competitors are offering so would definitely like to see this done.
Jean Charles commented
This should have been available a long time ago.