QuickBooks users can create email templates with customized subject lines and email body. The templates appear in the Company Preferences tab of the Send Form menu. This feature allows the user to recreate the email template according to the preferences. But sometimes users face to some issues when they are creating or editing the email templates in QuickBooks desktop. In this segment we learn about these issues and how to resolve custom email template issues in QuickBooks desktop.
Issue 1- Emailed Invoices have text issues
When an invoice is in PDF format, some fields are not aligned correctly. To fix this problem, you need to change the font of the invoice. Follow the below steps to change the font of invoice.
- Open the invoice that needs to be correct.
- Then, select the Customize Data Layout tab from the Formatting tab.
- Now select the Layout Designer tab.
- The next step is important. You need to find the field that has bad text and then select the Properties option.
- In Properties, select Font option and change the font or try changing the size. (By default, Cambria font is selected, you can choose any font you like.)
- Now check for the wrong font in all other fields in the PDF and if you find any font then repeat the same process again. After that, select OK.
- Once you have made all the changes, email the invoice to yourself in PDF format and review it.
Issue 2- There are no Lines or Borders around the fields in Invoices and Statements
When you taking print of their invoices and you get no lines and borders around the field in invoices and statements then it’s a possibility you have choose the enables option to print lines around each field. You can choose whether you want lines and borders in QuickBooks but if lines and borders appears on the form but not on others then follow the steps below-
- Go to the file menu then select Printer setup option.
- Then click on the Form drop-down menu and select the appropriate form from here.
- Then, select the Blank Paper option from the Print On section.
- Unmark the Do not print lines around each field box and then select OK.
