Hi there, @snoble405. First, I appreciate your idea to add new options for greetings. Currently, there's isn't a way to do this, but you can enter personalised greeting before the message text on the email. You can customise the sales form template within QuickBooks Online to enter the greetings manually. Let me show you how: At the top right, click the Gear icon. Select Custom Form Styles. In the Custom form styles lists, select the template. Go to the Emails tab. Remove the checkmark in the Use greeting box. Enter your greeting. Hit Done.Another option is to add the greeting when you're ready to send the transaction. Simply enter it in the Message field. I've attached some articles you can use to customise the form content, as well as some links to send sales forms to multiple email address: Email and Modify Sales Form in QuickBooks Online Customise Invoices, Quotes and Sales Receipts Drop me a comment below if you have any other questions. Have a great day ahead.

Question

Hello, I am trying to work out how to change the greeting on the email. Dear is to formal, Hi or Hello would be good options. Can you please help?

Forum|Forum|6 years ago
February 25, 2020
3 replies
5 views

No text available

QuickBooks Online

M

MaryGraceS

Moderator

Hi there, @snoble405.

First, I appreciate your idea to add new options for greetings. Currently, there's isn't a way to do this, but you can enter personalised greeting before the message text on the email.

You can customise the sales form template within QuickBooks Online to enter the greetings manually. Let me show you how:

At the top right, click the Gear icon.
Select Custom Form Styles.
In the Custom form styles lists, select the template.
Go to the Emails tab.
Remove the checkmark in the Use greeting box.
Enter your greeting.
Hit Done.

Another option is to add the greeting when you're ready to send the transaction. Simply enter it in the Message field.

I've attached some articles you can use to customise the form content, as well as some links to send sales forms to multiple email address:

Drop me a comment below if you have any other questions. Have a great day ahead.

E

emm_bee

An option to create at least one custom gretting should be a feature of QB online.

I too would like more control over greetings to my clients particularly on invoice and reminder emails. I agree with @snoble405 that "Dear" is too formal.

The problem would be solved if I could use a place saver so that the client's name is automatically populated but [First] and {First} inserted into the body of the email aren't working for me - should I be doing something else?

I guess I will continue to manually enter greetings and client names above the prefilled part of my template.

I

Ivan_G

Moderator

The ability to generate a custom greeting in QB Online is a great way to personalise your customer transactions, emm_bee. I'm here to help you submit this matter to our product developers.

Here's how:

Log in to your QuickBooks account.
Go to the Gear icon and choose Feedback.
Enter your feature recommendation in the designated field.
Once done, click Next.

Once submitted, our development team will receive and review your feedback, which helps them improve the product for a better user experience.

I'm also attaching this article: Customise invoices, quotes, and sales receipts in QuickBooks Online. It can help you modify your sales forms efficiently and professionally.

We appreciate you sharing your suggestions and insights about our product. Kindly click the Reply button so we can get back to you once you have more questions about managing your greetings for your sales transactions.

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