QB Issue Resolution:

I was able to simplify the invoice email using QB!

 

Go to Account Settings | Sales | Online Delivery

 

  1. Under “Email options for all sales forms” select “Show short summary in email”
  2.  Select “Attach as pdf”
  3. Under “Additional email options for invoices”, select the “HTML” format

 

This is a very simple email that explains to our customers in the header that the invoice is attached as a .pdf file.  See attached image.

 

I was super excited to find this resolution to our problem of listing the line item detail in the contents of the invoice email.  Hope it works for you

View solution in original post

Resolution for Issue 'I don’t think I did anything to change how my invoices appear in emails but something is different now and it is confusing my customers. The old email had a short message and a “View Invoice” button. The button displayed a detailed invoice using the template I have set up in QBO to clearly show the item name, description, quantity and prices. It is very easy for anyone to look at and understand. Now the email has the short message along with an abbreviated version of the invoice. This abbreviated version is what is throwing my customers. The organization of the data for each line item is not very professional. The main issue is that the quantity is just floating on its own out in space between line items without any kind of label to let the customer know that it is in fact the quantity. I would like to make this abbreviated invoice look like my standard invoice or remove it altogether. Is there a way to do either of these?' available: Yes (Solved).
Source: Intuit Community forum.

I don’t think I did anything to change how my invoices appear in emails but something is different now and it is confusing my customers. The old email had a short message and a “View Invoice” button. The button displayed a detailed invoice using the template I have set up in QBO to clearly show the item name, description, quantity and prices. It is very easy for anyone to look at and understand. Now the email has the short message along with an abbreviated version of the invoice. This abbreviated version is what is throwing my customers. The organization of the data for each line item is not very professional. The main issue is that the quantity is just floating on its own out in space between line items without any kind of label to let the customer know that it is in fact the quantity. I would like to make this abbreviated invoice look like my standard invoice or remove it altogether. Is there a way to do either of these?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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