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usercleanedbyclaires
February 7, 2021
Question

How do i change the email message for invoicing on self employed

  • February 7, 2021
  • 14 replies
  • 0 views
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14 replies

IamjuViel
IamjuViel
February 7, 2021

Greetings, @usercleanedbyclaires.

 

You can easily change the default email message when sending invoices to customers. I can guide you on how to do it.

  1. Go to the Invoice menu.
  2. Click the Create invoice button. 
  3. Select the Customize option above to open the customization window.
  4. Hit on the Email drop-down arrow.
  5. From there, you can edit the message for your customer.
  6. Click the Save and Close.

You can read through this article for more detailed steps in personalizing your invoices: Create invoices in QuickBooks Self-Employed

 

Let me know if you have other concerns in the comments below. I'll get back and take care of them for you. 

usercleanedbyclairesAuthor
February 8, 2021

I have tried on my PC and Mobile I have a green circle with. White plus sign o press that and it allows me to create an invoice 

 

I have only two options which is to choose a customer which I can add a new one if needed and add a service no customise optio. Or any other options on the screen. The only way I van change the message is preview the invoice and email and add the that email which does not save for next time 

    AileneA
    February 8, 2021

    Hello, usercleanedbyclaires.  

     

    You can customize the email message by clicking the View under drop-down arrow. Then under Send reminder drop-down arrow and click Preview.

     

    I'll be attached a screenshots for visual purposes.  

     

     

     

     

    Let me know if you need anything else or you have further question. I'm just a post away. Stay safe!

    Adolfoq
    July 21, 2022

    On Quickbooks Desktop - 

     

    Set to single mode

    Select Edit - Preferences

    Select 'Send Forms' - then go to Company Preferences 

    Basic invoice will show as default, but you will need to create a new template with the customization of your desire, this is where you can edit the email invoice message, and finally, set it as default.

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