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July 7, 2024
Question

I need to change some of the wording on the invoice automatic message. How do I do that?

  • July 7, 2024
  • 1 reply
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1 reply

July 7, 2024

I'll gladly provide the steps to change the automatic message on your invoices, legends.

 

To edit the email template for your invoices, create a new style or modify the existing one. I'll show you how.

 

  1. Go to the Gear icon, then select Custom form styles (Take me there).
  2. Choose the template, then click Edit.
  3. You can also tap New Style, then pick the Invoice.
  4. A new window will open where you can see the Design, Content, and Emails tabs. You can change the message wording on the Content page.
  5. Hit Done.

 

 

Additionally, we can do the same to your Sales settings to adjust the email message sent with sales forms. Follow the steps below:

 

  1. Go to the Gear icon, then select Account and Settings (Take me there).
  2. Click Sales on the left pane.
  3. Scroll down to the Messages section to make changes.

 

If you'd like to personalize a specific part of a template for sales forms, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Save this link for your guide when receiving sales revenues from customers in the future: Record invoice payments in QuickBooks Online.

 

I'm only a post away if you need more help editing your invoice template in QuickBooks. I'd be delighted to help you out again. Have a wonderful day.