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J
judygball
April 23, 2025
Question

Where in Quickbooks Self employed do I find the option to customise the email message when sending an invoice. I can find it on QB online but it doesn't help!

  • April 23, 2025
  • 1 reply
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1 reply

JoesemM
JoesemM
April 23, 2025

In QuickBooks Self-Employed, the ability to customize email messages for invoices isn't as detailed compared to QuickBooks Online, judygball. This is due to the distinct platforms each version uses, which handle customization differently.

 

To customize the email when sending an invoice in QBSE, follow these steps:

 

  1. Go to the left navigation panel and select Invoices.
  2. Select or create an invoice and scroll down in the Message option.
  3. Click the box beside the Save as default message for future invoices to be default.


  4. Click Send.

 

For additional information on managing invoices in QBSE, refer to this article: Create invoices in QuickBooks Self-Employed.

 

You'll want to check the Categorise transactions in QuickBooks Self-Employed. This linked article will help you understand which category to choose for specific transactions.

 

If you have further questions about invoices or other aspects of QBSE, don't hesitate to reach out. I'm here to lend a hand. Stay safe.

J
judygballAuthor
April 23, 2025

Thank you but my screen doesn’t look like yours and I don’t have the option to customise.

 

D
Dandie_A
April 23, 2025

I appreciate you following the steps provided by my colleague, Judy. The instructions from my colleague are exclusively about QuickBooks US. Here are the steps to find the option to customize the email message in invoices using QuickBooks Self-Employed.

 

Here's how:

 

  1.  From the left navigation menu, click on the Invoices tab.
  2. In the Invoices section, if the invoice is unpaid, select the drop-down arrow next to Mark as paid and choose Send reminder.
  3. If the invoice has already been paid, click the drop-down arrow next to View and select Send.
  4. Scroll down to find the Email Message section, where you can customize your message.
  5. After making your changes, click Send again.

 

 

 

 

Moreover, if you need guidance on tracking your income and expenses through bank transactions, refer to this article: Categorize Transactions in QuickBooks Self-Employed.

 

If you have any further questions about QuickBooks Self-Employed, please leave a comment below. We're always here to help!

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