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September 20, 2023
Question

Message Displayed Field -From Estimate to Invoice

  • September 20, 2023
  • 1 reply
  • 0 views

Is there a way for the "Message displayed on" line to transfer over from Estimate to Invoice? Currently, I have to go in to the Estimate and copy the text, then paste it into the Invoice. It would be nice if it transferred over like all the other fields.

1 reply

September 20, 2023

Welcome to the Community, @aHUGEpro. It's good to have you here.

 

We recognize the need to have an automatic message feature from estimate to invoice. But the option to do it isn't available. 

 

What we can do is to set a default message from estimate-to-estimate or invoice-to-invoice instead. 

 

Here's how:

 

  1. At the upper right corner, click the gear icon
  2. Under "Your Company Tab" go to Account and Settings.
  3. Click the Sales tab on the right panel.
  4. Select the Messages tab.
  5. Choose the desired sales form that you want your default message to be in: Estimate 
  6. Type in your email message.
  7. Scroll down, you can also add another default message for another sales form: Invoices and other sales forms
  8. Repeat steps from 5 to 6.
  9. Hit, Save and you're done.

 

We value your thoughts and suggestions to make QBO better and user friendly. We recommend sending feedback.

 

Here are more articles you might want to check out:

 

 

Feel free to reach us out again if you have further concerns about managing your QuickBooks Online. It would be our pleasure to have you back here in the Community.