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Change the default email message for forms

When you email an invoice, statement, estimate, report, or other form, QuickBooks creates an email message to accompany the form. You can customize this message for each type of form you email. You can also set defaults for the Bcc email address and the Subject line.

To do this task

  1. Open the Send Forms preferences.

    Opening send forms preferences
  2. Click the Company Preferences tab.

  3. Click the Change default for drop-down arrow and select a form type.

  4. (Optional) Click the drop-down arrows to change the salutation ("Dear," etc.) and the format ( , etc.) of the customer's name.

  5. (Optional) Enter one or more email addresses in the Bcc field. Each time you email this type of form, a blind copy of the email will be sent to the addresses listed here.

  6. (Optional) Enter a default Subject line.

  7. (Optional) Click anywhere in the email text and enter any changes you want.

  8. Click OK to save your changes.

See also

10/18/2017 4:05:42 AM
QYPPRDQBKSWS05 9142 Pro 2018 984485