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arkvalleyinfo
December 11, 2018
Solved

Can you set up a default customer message for invoices?

  • December 11, 2018
  • 3 replies
  • 0 views

Is there an option to select a particular customer message as the default message so it always prints on invoices without having to select one every time?

Best answer by SkinnyRaven

No, it has to be selected on each invoice unless you edit your template and add a text box with the message.

3 replies

S
SkinnyRavenAnswer
December 11, 2018

No, it has to be selected on each invoice unless you edit your template and add a text box with the message.

A
arkvalleyinfoAuthor
December 11, 2018
Bummer. Thanks!
    J
    J_S_R
    April 28, 2020

    I too want this option. Everyone suggests adding a static text box, which is not the same as being able to select a default. Periodically, you'll want to be able to change an individual invoice from the default using the drop down box. A static box on the invoice template will not allow this. 

    J
    JonD777
    March 24, 2020

    My quickbooks version from 12 years ago did this, now with 2019 I have to add it every time !!!!!!

    That's not cool... Why did that ever change ????

      R
      ReymondO
      March 25, 2020

      Thanks for sharing your concern here in the Community, @JonD777.

       

      I can walk you through on how to add a template to your invoice. This way, you'll have an option to select which of them are you going to use. Let me show you how:

       

      1. Go to Edit and select Preferences.
      2. Click Send Forms.
      3. Select Company Preferences.
      4. Click Add Template or the Edit button, then edit the default customer message.
      5. Select Save.

       

      Once done, you can select the template you want to use when sending an invoice to your customers.

       

      You can also run the Open Invoices report to check for pending invoices that you need to send to your customers. Here's how:

       

      1. Go to Reports and select Customers & Receivables.
      2. Click Open Invoices. (You can also Customize this report to easily locate a specific open invoices.)

       

      You can always post here if you have more questions about modifying your invoices or templates. QuickBooks Community is always ready to provide you assistance.

      Z
      Zorro325
      May 1, 2020

      I have the Online version of Quickbooks. Where are the Edit and Preferences options you mentioned in Step 1 above?

      G
      garrison
      June 3, 2020

      Can anyone help me remove the customer message box from showing as an option in the invoice screen?? Its right above memo and annoying 

      Adrian_A
      Adrian_A
      June 4, 2020

      Hello there, garrison.

       

      The option to remove the Message on invoice field isn't available. This field helps you enter a note for your customers. However, if you didn't enter any on this box, it will not show on your customer's end.

       

      As a workaround, you can import your invoice template without the Message on invoice field.

       

      I've added this article for more information of the process: Import custom form styles for invoices or estimates.

       

      Feel free to reach us back by clicking the Reply button if you need help in importing a template. Have a good one!

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