Customize template for emailed invoices in Quicken HB&R

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?
5 votes

New · Last Updated


  • 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 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.
Sign In or Register to comment.