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nickthedogtrainer
Feb 16, 2022 7:01 AM UTC

how to change email replies and details on invoices?

Hi, my new customers continually message me for bank details even though they are on the invoice. Also, my bank account name is different from my name as it's a business account. I'd like to make it all clearer for them but can't work out how to change what goes on the invoices or email auto reply content

 

I'm using Quikbooks SelfEmployed UK

 

Thanks

    1 reply

    payment after leaving
    Feb 16, 2022 9:27 AM UTC

    Hi nickthedogtrainer  As you're using the self employed product the bank information and any messages are entered in the 'Payment details' and 'Message' fields within the invoice and if you want to use the same information on all invoices you can select the 'Save as default message for future invoices' option.

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