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It looks like you may be using a template that needs editing. Go to customize templates and edit the ones applicable.
What template would I be customizing? This is the default email message to send the invoice to the customer?
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you have not helped me - what template is to be edited?
You have to edit the email message every time so far as I know unless you select to use a template
the steps I sent in my message say to go to Company preferences, etc. Where is there another template to edit for the email message to send invoice?
templates are just forms like the actual invoice which I have customized with our company logo but has nothing to do with the sending email message
I'm sorry if I misunderstood your question. I believe you are using a version I'm not thoroughly familiar with & so I will opt out to allow another expert to step in. Thank you
Quickbooks Pro 2013
Is there someone you will pass this question to?
I am back to the default of "Dear Customer" I would prefer to have standard "Hi Julie" since I invoice same person week.
Is that not possible?
Is there a way to "remove Dear Customer" not friendly greeting? I have have "Hi Julie" in prefences. I have numerous emails going to Julie so will have to edit each email to remove "Dear customer" - not productive.
From: [email protected] To: [email protected] Cc: Subject: Invoice V101413 from TrainerBox, Inc.Dear Customer :Hi Julie,Your invoice is attached. Please remit payment at your earliest convenience.Thank you for your business - we appreciate it very much.Sincerely
I understand that is a limitation of the software. I have some other questions but need to get other work done now. I hope to have you as a consultant again.
Are you able to "edit" the customer message or do you have to create a new one then make the old one "inactive"?