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Davecat1
August 26, 2023
Question

Does anyone else here have the issue of the "message to customer" section in custom form styles being deleted? I input a set message for estimates under 1000 words too.

  • August 26, 2023
  • 1 reply
  • 0 views
Does anyone else here have the issue of the "message to customer" section in custom form styles being deleted? I input a message for estimates under 1000 words too to well within the word limit.
The odd this is that when I add the message and save, it stays there just fine until I log out of QBO.
When I log back in it's removed. Very annoying and has effected work flow as the custom message is basically our terms for estimates and invoices.

1 reply

T
Trish_T
August 28, 2023

Hi Davecat1,

 

Thanks for reaching out here.  Entering messages on your forms is a great way to add additional information for your customers.  QuickBooks Online enables you to set default messages, so you don't have to enter them manually.  I'd be happy to show you how!

 

Follow these steps to create a default message on your sales forms;

 

1. Open your Settings ⚙ and select Custom form styles

2. Click Edit in the Action column for your Default template

3. Open the Content tab and hit the Edit 📝 in the footer section

4. Use the ▼ dropdown menu in the Message to customer on field and select Invoices and other forms

5. Enter your message and select the Font size

6. When finished, hit Done

The message will now automatically appear on your sales forms.  Here's a helpful guide for your reference.

 

Feel free to reach back out, if you have any other questions.  We'd be glad to assist!

 

 

 

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