Can I change the default email message that goes with invoices?

I am using Business & Personal, Version R54.9, Build 27.1.54.9 on Windows 10. I would like to be able to change the default email message that Quicken generates when I send an invoice.

I am talking about the email text, where Quicken says, "Hello (customer name),

We appreciate your business. Here is your Invoice. Thank you!

Regards,
(My name)".

I am not talking about the "Message to Customer" field that is in the invoice, I know how to customize that.

Answers

  • Quicken Anja
    Quicken Anja Moderator mod

    Hello @John@39,

    In the Email Preview window, if you click directly in the box where the default text is, it should allow you to erase what is there and type what you prefer (see below).

    Before editing:

    After Editing:

    Hope this helps!

    -Quicken Anja
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  • John@39
    John@39 Member ✭✭

    Yes, that is what I end up doing. I was hoping there would be some way to customize the default wording instead of having to change the text for every invoice I send.

  • Quicken Anja
    Quicken Anja Moderator mod

    Oh I see, thank you for clarifying.

    In that case, no, unfortunately, there is not a way to do that. However, if you wish to submit an official request for this feature to be added in the future, what you can do is create an idea post. This way other users who have the same or a similar request can vote on your idea.

    Our Development and Product teams frequently use our idea posts in order to improve Quicken and implement new features requested by customers. 

    I hope this helps!

    -Quicken Anja
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  • John@39
    John@39 Member ✭✭

    OK, thanks. I posted the idea.

This discussion has been closed.