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November 3, 2024
Question

Is there a way to change the default note to customer on invoices?

  • November 3, 2024
  • 1 reply
  • 0 views
Question is pretty self-explanatory. I usually have to change the Note to Customer on QBSE for every invoice that I send out and want to be able to create a custom message for the software to default to.

1 reply

JenoP
November 4, 2024

The messages in your invoices are a key part of your branding as a small business, nickpensavisuals. I'll answer your inquiry about making changes to them.

 

At the moment, there's no option to replace or create a new default message when creating invoices in QuickBooks Self-Employed.

 

I can see that having this feature would significantly enhance your workflow, saving you valuable time and effort. This would be particularly beneficial given the many responsibilities you manage as a business owner.

 

While this feature is currently unavailable, you can continue to edit the details in the Note to Customer section before sending them out.

 

To help you make the most of QBSE, I'd like to share these articles for additional guidance when tracking business transactions and managing self-employed taxes:

 

 

Please feel free to reach out or post new questions if you need assistance when invoicing customers, recording transactions, or using QBSE for your freelancing business. We're here to respond and offer our support to help your business thrive.