Customize cover letter template for emailed invoices in Quicken HB&R

Quicken Community
Quicken Community Employee mod
edited February 9 in Rental Property and Business Tools (Windows)
Using 2018 Business & Rental.  I email approx 100 invoices each month and would like to be able to customize the email "cover letter" that's sent with each of the attached invoices.  This would save me about a 90 seconds per invoice (it adds up quickly with 100+ clients).

Quicken Premium customer service said that "the engineers are working on it." Just wondering if anyone has heard if there's a fix yet?
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  • SteveMc
    SteveMc Member ✭✭
    edited November 2018

    This is much needed.  The current email looks very unprofessional. 
  • HShap
    HShap Member ✭✭
    It really is needed if sending invoices through Quicken is to be used.  Any word on whether this is something in the works?
  • BBHOA
    BBHOA Member ✭
    Has a solution been provided? I too would like to say something other than
    "We appreciate your business. Here is your invoice"
    Since this is for a HOA, saying "We appreciate your business." is not appropriate.
  • anhdo123
    anhdo123 Member ✭
    Has a solution provided? We want to change the default wordings as template instead of rewriting everytime.
  • EuroPWM
    EuroPWM Member ✭
    We are a charitable organization and sending an email thanking them for their business is very unprofessional. It should be simple to offer an email template for the message or at least remember the changes made so I do not have to retype it every single time.
  • BigFun1
    BigFun1 Member ✭✭
    I have a feeling the folks at Intuit want you to buy quickbooks to have this functionality. At $300 a month.....they are priced way too high for small biz, nonprofit, etc.
  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    BigFun1 said:
    I have a feeling the folks at Intuit want you to buy quickbooks to have this functionality. At $300 a month.....they are priced way too high for small biz, nonprofit, etc.
    FWIW, Intuit hasn't owned Quicken since 2016 so your point is entirely moot.
    Quicken Subscription HBRP - Windows 10
  • BigFun1
    BigFun1 Member ✭✭
    @Greg_the_Geek good point and moot point it is. Anyone know what file can be manipulated to do customizations for these html templates? I found one in a temp folder, but it's not the main template file...or however these things get generated.
  • rbhurston
    rbhurston Member ✭
    I have the same issue and wish I could have email templates like I did in QuickBooks. Until Quicken manages to work this out for all of us, I have saved off a "Word" document that I can copy and past for my emails. I'm just glad I don't have to do 100+ a month like the first posting.
    Rob

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