Wednesday, April 25, 2012

QuickBooks: Change the default e-mail message for forms

“I’ve been printing and mailing invoices to my customers and now I’m ready to start emailing them.  I would like to customize the email message that goes out with the invoice.  Can I do this?”

Absolutely!  I always suggest this to my clients.  It makes for a nicer message.  In fact, you can customize the message for each form that you e-mail (invoice, statement, estimate, report, pay stub, or other form).  You can also set defaults for the Bcc e-mail address and the Subject line.

To do this task
  1. Open the send forms preferences.
Loading, please wait . . .
  1. Choose the form for which you want the new e-mail defaults to apply.
  2. Click the drop-down lists to change the salutation ("Dear," etc.) and the format (<First> <Last> etc.) of the customer's name.
  3. Enter one or more e-mail addresses in the Bcc field. Each time you e-mail this type of form, a copy of the e-mail will be sent to this address as well.
  4. Enter a default Subject line.
  5. Click anywhere in the e-mail text and enter any changes you want.
  6. Click OK.


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