In one of our other videos, we showed you how you can send invoices and other transactions via email. Now, I'd like to show you how you can customize the text in those emails to personalize them to your company. In your situation, a lot of companies like using these customizable templates to advertise special deals or provide different types of information to various customer groups. You can use these templates to customize the text to fit your needs. Let me show you how you can create your own templates. To begin, go into preferences and then click on the "Send Forms" tab. You'll need access to the company preferences tab. In 2014, you can have multiple different templates, although only one can be active at a time. In this case, our active template is the basic invoice. To add a new template, click on "Add Template" and it will start with the basic invoice. From there, you can modify it. The basic invoice template has a subject, invoice number, company name, and a standard greeting. Everything in brackets, such as transaction number, name, and first class, are fields inside of QuickBooks that will be automatically filled into the email at the time it's created. To add your own fields from QuickBooks into your email, access the "Insert Field" dropdown located in the lower right corner of the screen. For example, let's say we want to add the due date of the invoice. We can modify the text to say, "This invoice is due by [insert due date field]." This is how you can easily add a field into your email. It's important to note that these templates are limited to just text. There's no HTML or image support. However, for quick and easy personalized emails, these templates can work well. You can...
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