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July 15, 2024
Question

How do I update the template message on invoices for self-employed?

  • July 15, 2024
  • 1 reply
  • 0 views
There is a standard message that shows up on every invoice I send. I want to change this message.

1 reply

Clark_B
July 15, 2024

I've got you covered, @lltraylor.

 

I can help you update the template message on QuickBooks Self-Employed (QBSE) invoices.

 

To start with, if you want to change or update the message on the invoice that is sent via email, you can customize it in the email section for the message displayed on every invoice you send.

 

Here's how:

 

  1. Go to the left navigation panel and select Invoices.
  2. Select or create an invoice and click the Customize button or Gear icon.
  3. Select the Email section and edit or update the message.
  4. Once done, select Save.

 

You can also refer to the screenshot provided below for visual guidance:

 

 

However, if you're referring to the exact invoice message, you can manually update or edit the Note to Customer field in the invoice.

 

I've also added an article on how to review and download transactions: Export transactions and get reports.

 

If you have any concerns about template messages on invoices, please tag me in the comment section, @lltraylor. I'll assist you in any way possible.

lltraylorAuthor
July 15, 2024

Hi- Thanks for the info. I guess what I am actually trying to change is the message it sends when I am sending a reminder. There is the same message every time, but I would like that to be different. I don't like having to manually change it each time. What is sends is not what is in the customization window. Screenshots below.

December 3, 2024

Did you figure this out? I am having the current problem.