How do I personalize the generic email?

CaroleY
CaroleY Member ✭
in New to Quicken/Getting Started (Windows)
I want to change the generic email to email out invoices because I don't want to have to change it every single time before sending it out. Is this possible?
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  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    What sort of changes are you interested in?
    And, what Q product and BUILD of that product are you running?  Do HELP, About Quicken for this info.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • CaroleY
    CaroleY Member ✭
    I have the Quicken newest version of Home, Business & Rental Property 2020, version R24.11 Build 27.1.24.11 on Win10. When I email an invoice to a customer, I don't like the generic email that comes up. I figured out how to edit that email before sending but I'd like to change it permanently and HELP doesn't bring up any how-to's for that. Any ideas?
  • Greg_the_Geek
    Greg_the_Geek SuperUser, Windows Beta ✭✭✭✭✭
    Answer ✓
    email invoices- default text of email

    Customize template for emailed invoices in Quicken HB&R
    Quicken Subscription HBRP - Windows 10
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