Customize email transmittals of invoices

John@39
John@39 Member ✭✭
in Rental Property and Business Tools

This is for Quicken Business and Personal. It would be nice to be able to change the default email text that Quicken generates when I email an invoice. The existing wording sounds kind of impersonal and I have a little trouble editing it.

I would like to be able to modify the default text and maybe have additional mail merge type access to the customer information that is in the Address Book.

Note that I am not talking about the Message to Customer field that is in the body of the invoices, I do know how to customize that. I am talking about the text of the email Quicken generates that serves as the transmittal for the invoice.

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Comments

  • msoultan
    msoultan Quicken Windows Subscription Member ✭✭

    Yes, agreed!

  • Ross Elliott
    Ross Elliott Quicken Mac Subscription Member

    This would be a great enhancement! The default message is not as professional as I would prefer. Obviously, it can be changed but having to do that on every single invoice that is sent out is time-consuming and not efficient.

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