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Michelle58
September 26, 2019
Solved

How do I add a note to all customers invoices/ statements.

  • September 26, 2019
  • 2 replies
  • 0 views

I need to add a Title of Retention note to our invoices/statements and some other notes about Christmas hours etc. How do I do this. I don't want to do it individually, I want to type it once and for it to come up on all invoices/statements then automatically.

Best answer by

Hello there, Michelle.

There's an easy way of adding notes to invoices or statements.

You can add this as a footer in where there are two places where you can put in a customer message, as default.

Let me show you how:

  1. Click on the Gear icon at the top, then Custom Form Styles.
  2. Choose New style or choose the type of transaction you want to customize.
  3. Click on Content.
  4. Click the boxes under Invoices and other sales forms or Add payment details and footer to enter any information.
  5. Save changes.

Attached is a screenshot so you can see exactly what I'm referring to.

Other option is import your custom form style.

Please let me know if you're able to edit the template after trying the steps. Thank you!

2 replies

A
Anonymous
Answer
September 26, 2019

Hello there, Michelle.

There's an easy way of adding notes to invoices or statements.

You can add this as a footer in where there are two places where you can put in a customer message, as default.

Let me show you how:

  1. Click on the Gear icon at the top, then Custom Form Styles.
  2. Choose New style or choose the type of transaction you want to customize.
  3. Click on Content.
  4. Click the boxes under Invoices and other sales forms or Add payment details and footer to enter any information.
  5. Save changes.

Attached is a screenshot so you can see exactly what I'm referring to.

Other option is import your custom form style.

Please let me know if you're able to edit the template after trying the steps. Thank you!

A
Anonymous
September 26, 2019
worked for invoices, not for statements
    W
    Welcome2018
    May 1, 2021

    I’m a customer I use intuit 

    how can I place notes for each invoice produced.

     

    I Fill about a page in notes per invoice 

    R
    Ryan_M
    May 2, 2021

    Hi @Welcome2018,

     

    You can set a default footer message for invoices in QuickBooks Online (QBO), so you no longer need to enter it manually.

     

    Let me show you how:

    1. Go to the Gear icon.
    2. Select Account and settings.
    3. Click the Sales tab.
    4. Tap the Messages section.
    5. Change the default message in the Email message box if you want.
    6. Under Sales form, choose Invoices and other sales forms. You can then type in the notes you want to appear on the footer. 
    7. Hit Save, then Done.

    You have the option to create and upload custom form styles in QBO. Take a look at this article for the steps: Import custom form styles for invoices or estimates. 

     

    Tag me in a comment below if you have other questions about sales forms in QBO. I'll get back to you as soon as I can. 

    S
    StJohns248
    January 2, 2022

    This does not add to statements.  I believe there are several of us trying to figure out how to add a message to a statement.  Non-Profits would need this especially at year-end

    @Ryan_M wrote:

    Hi @Welcome2018,

     

    You can set a default footer message for invoices in QuickBooks Online (QBO), so you no longer need to enter it manually.

     

    Let me show you how:

    1. Go to the Gear icon.
    2. Select Account and settings.
    3. Click the Sales tab.
    4. Tap the Messages section.
    5. Change the default message in the Email message box if you want.
    6. Under Sales form, choose Invoices and other sales forms. You can then type in the notes you want to appear on the footer. 
    7. Hit Save, then Done.

    You have the option to create and upload custom form styles in QBO. Take a look at this article for the steps: Import custom form styles for invoices or estimates. 

     

    Tag me in a comment below if you have other questions about sales forms in QBO. I'll get back to you as soon as I can. 


    when they need to do a transaction statement for donors and there needs to be a note about no goods or services were provided for their monetary donation.

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