Wondering how to change the default subject and body content that accompany invoices sent from Novi? When sending a "Smart Invoice" from Novi there are two different types of email templates:
Novi's Smart Invoice default email message
Dues Renewal Invoice: This default message is configured in each Member Type's settings. Learn how to edit Smart Invoice Renewal default messaging. This Smart Invoice type supports merge fields.
All other Smart Invoices: With the exception of Dues Renewal Invoices, all other Smart Invoice email body messaging defaults to your QuickBooks default messaging. This Smart Invoice type does not support merge fields.
QuickBooks Invoice default email message: If you're using QuickBooks Payments, you'll have an option to send the "QuickBooks Invoice Only" instead of the Smart Invoice. This will trigger QuickBooks to send/re-send the invoice using all of your current settings in QuickBooks.
Edit the QuickBooks Invoice Default Email Message
In QuickBooks, follow these steps to edit the message settings and verbiage:
Click on the big gear settings icon in the upper right corner
Select Account and Settings
Select the Sales tab on the left
In the Messages section, click on the pencil icon next to "Default email message sent with sales forms"
QuickBooks Settings:
Edit the Default Email Message Sent with Sales Forms:
You can also edit the verbiage for reminder emails. This is located in the Reminders section, which is directly under the Messages section (from above).
Edit the Default Email Message Sent with Reminders:
Please note that previously sent invoices will retain the default message that it was originally sent with.
Related Articles: