alter/add to email with new format invoice

Hello there, AliG. I wanted to let you know that you can add or alter personalized messages to each invoice you send out to tailor your communication and make it more engaging for your clients. I'll be happy to guide you through the process.

1. From the Invoice window or page, click Review and send.
2. In the Email body section, add the message you want to tell your clients.
3. Hit Send invoice.

Please note that the changes will be applied once you send the invoice. To ensure everything looks perfect, I recommend sending a test invoice to yourself first. This allows you to double-check and make necessary adjustments before sending it to your clients.

I'm sharing this article for additional reference in personalising your invoice: Customise invoices, estimates, and sales receipts in QuickBooks.

Moreover, you can send out gentle reminders to your clients about their outstanding balances: Create and send customer statements in QuickBooks Online.

If you need any assistance setting this up or have any specific preferences for your messages, please don't hesitate to add them in the comments, AliG. We're here to help you make the most out of your invoicing experience!