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J
Jac68
March 5, 2023
Question

Changing standard invoice email for QB Self-Employed

  • March 5, 2023
  • 1 reply
  • 0 views

When I send invoices to clients from my desktop app I don't get the email popping up so I can change the body of text.   When I send from my phone app I can.  Is there a way to standardise your email text body on your account?  At the moment it reads 'Hey name' which sounds unprofessional so I change each time when sending from my phone.    I'm on QB self-employed.  Thanks.

1 reply

Daniela_A
Daniela_A
March 5, 2023

Hi there, @Jac68. 

 

I have all the steps needed to customize your email text body when sending invoice. Here's how:

 

  1. Select Invoice on the left pane menu.
  2. Create invoice.
  3. Click Customize on the upper right portion.
  4. Choose Email.
  5. Add your Invoice text then hit Subscribe to send.

 

In addition, I've got this article for reference in case you'd like to record or attach your expenses receipts in QuickBooks Self-employed: Record or attach expense receipts in QuickBooks Self-Employed.

 

Let me know how this goes and feel free to add a reply below. I'm always ready to provide answers if you have additional questions about your account. Have a good one and keep safe. 

J
Jac68Author
March 6, 2023

Hi,

My screen doesn’t look like that when creating an invoice. I’m using QB self employed on a Mac plus I’m in the Uk.  Does that make a difference?  I’m also on last month of trial so perhaps these features become available once you pay full subscription. 

I have New Invoice on left and Total on right, then boxes for my client info, the product they are buying and my account details at the bottom. 

Bryan_M
Bryan_M
March 6, 2023

I'm glad that you've come back to the thread, @Jac68.

 

Allow me to clear things out. The screenshot that my colleague provided was in the old format. My colleague will then update the screenshot she provided.

 

Moreover, the invoice form in QuickBooks Self-Employed is the same both in Mac and Windows versions. Also, the version reflected on your end is the updated one

 

The following article will show you how to add and categorize your transactions as well as Schedule C and expense categories available in QBSE:

 

 

The Community is just one click away if you need assistance in managing your QBSE account. Take and have a blessed week!

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