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wallacea
June 26, 2021
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Anyone know how to remove an email template from an invoice? Every invoice I make seems to copy an old lengthy email I used one time.

  • June 26, 2021
  • 2 replies
  • 0 views
Original commenter did not share additional details
Best answer by katherinejoyceO

Thanks for coming back to us, @wallacea. As an additional insight, you only have one customization settings for your invoices. Once it's customized, the update will apply to all of your invoices in the future. 

 

You'll want to revise the message from the Customize section to personalize the email message your customers see with their invoices.

 

Here's how:

 

  1. Sign in to QuickBooks Self-Employed in a web browser.
  2. Go to the Invoices menu, then click the Create invoice button. 
  3. Select the Customize option above to open the customization window.
  4. Choose Email.
  5. In the Message field, type in your message.

 

Read and learn more about setting up your invoice preferences through this help article: Create invoices in QuickBooks Self-Employed. It also includes steps to turn on online payments so your customers can pay their invoices electronically.

 

You always have me around if you have follow-up questions. Have a nice day ahead!

2 replies

BettyJaneB
BettyJaneB
June 26, 2021

Hello there, @wallacea.

 

I know how to remove the old email that's showing up from your invoice template. I'd be happy to walk you through the process.

 

You can update or remove your email address by going to the Edit work info option on your invoices. It's visible in the upper corner of the header section of the transaction.

 

To do that:

  1. Log into your QuickBooks Self-Employed account.
  2. On the left panel, click Invoices.
  3. Search for the invoice.
  4. Press the drop-down arrow under the Action column. 
  5. Select Edit work info. 
  6. Enter the necessary information.
  7. Hit Save.

For more insights about navigating and working with QuickBooks Self-Employed, please check out this link: QuickBooks Self-Employed Video tutorials.

 

I'm here to help anytime you have other concerns with invoices or with QuickBooks Self-Employed. Have a nice day.

W
wallaceaAuthor
June 27, 2021

Thanks for that! I am having issues with the actual body of the email, not the email address.

katherinejoyceO
katherinejoyceOAnswer
June 30, 2021

Thanks for coming back to us, @wallacea. As an additional insight, you only have one customization settings for your invoices. Once it's customized, the update will apply to all of your invoices in the future. 

 

You'll want to revise the message from the Customize section to personalize the email message your customers see with their invoices.

 

Here's how:

 

  1. Sign in to QuickBooks Self-Employed in a web browser.
  2. Go to the Invoices menu, then click the Create invoice button. 
  3. Select the Customize option above to open the customization window.
  4. Choose Email.
  5. In the Message field, type in your message.

 

Read and learn more about setting up your invoice preferences through this help article: Create invoices in QuickBooks Self-Employed. It also includes steps to turn on online payments so your customers can pay their invoices electronically.

 

You always have me around if you have follow-up questions. Have a nice day ahead!

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