If you want to tweak the content of your QuickBooks-generated emails, it’s easy to do.
Open your company in QuickBooks and click Edit / Preferences / Send Forms / Company Preferences
You can then change the default email template for a number of forms, and for reports in general.
Let’s say you want to add an invoice number to your emailed invoices’ subject line. Click on Change default for Invoices
You’ll see kind of a template for your emailed invoices.
In the subject line prompt, make sure that <NUM> is there, e.g. “Invoice <NUM> from Rock Castle Construction”
This is also the place where you can change verbiage in the body of your emailed invoice or add a bcc email address (nice if you want a copy of the invoice to come back to you).
You can use this method to make changes to email templates for these forms in QuickBooks 2012:
* Sales Orders
* Sales Receipts
* Credit Memos
* Purchase Orders
* Pay Stubs
* Overdue Invoices
* Almost-Due Invoices
Anyone have any other tips on customizing emailable documents in QuickBooks?