MX Merchant Ideas

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Customization for emailed Invoice

The Invoice option needs to have the ability for some customization.  Currently there is none and it just looks like a spam email.  There should be a way to add a personal note and a custom signature that includes the contact information for the company in a editable font so that customers know who it is from and that it is a legitimate email.

  • Guest
  • May 3 2017
  • Planned
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  • James Wilson commented
    19 Nov, 2022 03:31pm

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  • peters johhnn commented
    17 Nov, 2022 09:37am

    I have read your excellent post. This is a great job. I have enjoyed reading your post the first time. I want to say thanks for this post. Thank you…


  • Suzanne Morar Morar commented
    8 Nov, 2022 06:12am

    When creating an emailed invoice, it is important to customize the template to match the company’s branding and style.

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  • ladkii ladkii commented
    28 Oct, 2022 12:45pm

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  • Freddy Sanchez commented
    11 Nov, 2021 05:12am

    How do I change the template on invoices

    1. Click the Gear icon.

    2. Under Your Company, click Custom Form Styles.

    3. To create a new template, click the New style button in the upper right-hand corner.

    4. Select Invoice.

    5. Go to the Design tab to edit the template name, logo, color, font, and margins.

    6. mcdvoice

  • Freddy Sanchez commented
    10 Nov, 2021 06:53am

    How do I change the template on invoices

    1. Click the Gear icon.

    2. Under Your Company, click Custom Form Styles.

    3. To create a new template, click the New style button in the upper right-hand corner.

    4. Select Invoice.

    5. Go to the Design tab to edit the template name, logo, color, font, and margins.

  • Larry Greenfelder commented
    8 Nov, 2021 06:51am

    Include the invoice as an attachment. Don't paste your invoice into the body of the email, Include all the important information in the subject line,Consider using an invoice template,Make sure your invoice includes everything the client needs to know.


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  • essie ford commented
    28 Oct, 2021 06:19am

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  • Guest commented
    28 Sep, 2021 02:00pm

    We lately switched merchant money owed and were formerly the usage of zoho invoicing, mx invoice has an extended, long manner to Get Your Assignment Done head. It is manner too simplistic right now, but with a bit of luck the programmers are listening and placing a number of those stuff in to make a better product.

  • Guest commented
    28 Sep, 2021 01:58pm

    The potential to add customization to the invoice, for one now not being able to alternate the number is ridiculous, the Write My Assignment For Me UK at Cheap interface is not first rate intuitive and just primarily based on these limitations on my own.

  • Guest commented
    28 Sep, 2021 01:56pm

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  • Richard Joseph commented
    15 Sep, 2021 10:20am

    There is a way to add personal signatures to emails. You can search on youtube for a detailed answer and you are good to go. If you are good at email writing and want to sell your services, you can sign up at TaskShift and create your offers to get orders, best place to hire a logo designer

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    4 Sep, 2021 04:33am

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  • Guest commented
    5 Aug, 2021 05:07pm

    There ought to be an approach to add an individual note Homeworks Online and a custom mark that incorporates the contact data for the organization in an editable text style so clients know who it is from and that it is an authentic email.

  • Guest commented
    8 Jun, 2021 07:53pm

    I second this for text notifications

  • Mario Zambrano commented
    18 Sep, 2020 05:43pm

    need to come up with customizable invoice number ASAP! A lot of businesses utilize other accounting software to keep track of their invoices. When collecting a payment that needs to be matched. Please address this issue.

  • Sophear Uoy commented
    14 Sep, 2020 03:10pm

    I am a CPA and this is not going to work without having the ability to add customization to the invoice, for one not being able to change the number is ridiculous, the interface is not super intuitive and just based on these limitations alone how are they even going to integrate with QB.

  • Marry Watson commented
    26 Aug, 2020 07:51am

    We recently switched merchant accounts and were previously using Zoho invoicing, MX Invoice has a long, long way to go. It's way too simplistic right now, but hopefully the programmers are listening and putting some of these stuff in to make a better product. Currently I’m working with a dating site

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    19 Aug, 2020 07:47am

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