![]() In the Additional email option for invoices section, click the dropdown arrow and then select Online invoice.Go to Sales, and then click Online delivery.On the top-right corner, click the Gear icon and then select Account and settings.I'll gladly walk you through the process to get you going. That said, for you to get your preferred invoice email, you'll have to switch from HTML OR PLAIN TEXT to an Online invoice. Hi there, checking the attached PDF file in your response, It looks like this has something to do with your company setting's Online delivery section. I'll be here to provide further assistance if you ever need any. Get a callback from the next available expert.įor more details, you can check this article: QuickBooks Online Support.Īdditionally, here's an article to help you manage invoice payments inside QBO: Record invoice payments in QuickBooks Feel free to leave a comment below and let me know how it goes.Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:.If you decide you need further help, you can still Talk to a human. Select a suggested option, or type a question or topic you need help with. Assistant: Get quick, personalized answers. ![]() Sign in to your QuickBooks Online company.I'll write down the steps below to get you going: This way, they can assign a representative to check your account in a secure environment to investigate and determine the root cause of this issue. I'd recommend contacting our Customer Care Team. I want to ensure this gets sorted out as soon as possible. Hello there, that this isn't the experience that we'd want you to have here in QuickBooks Online (QBO). Once your customer pays their invoices, learn the steps on how to record them in QBO through this article: Record invoice payments in QuickBooks Online.įeel free to visit us again if you have further questions, We're always here to help you. This is to ensure that your form style is active and is selected correctly.Īfter verifying that the selected template is correct, you can Save and Send your invoice or Save and Close it if you want to send it later. Then, click the Print or Preview tab to view your email. Here's a screenshot for visual reference: In the " Customize" section at the bottom of the invoice, select the appropriate email template. To do this, go to the " Sales" tab and click " All Sales." Then select the invoice you want to send and click the " Edit" button. When you go to send an invoice manually, make sure you are selecting the correct email template that corresponds to the custom form style you want to use. I can give you some tips on how to rectify this.įirst, make sure you are using the correct email template. There are a few reasons why the invoices you send manually are not formatted correctly in QuickBooks Online. Let me share some information about sending invoices in QuickBooks Online (QBO). Hi, you for reaching out to the Community.
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