How to edit the email template for receipt and invoice

Hi kendra-devoscoun,

I know what difference a customized look and feel can make when it comes to the forms you're sending to your customers. Adding that personal touch, even with the message you're sending, can make your business or brand stand out and help your customers easily recognize you. I'd be happy to go over the customization options in QuickBooks Self-Employed.

QuickBooks Self-Employed keeps things simple when it comes to logging your data and sending information to your customers. When it comes to invoices, there are a few customization options you can take advantage of. The first is related to your company information, and you can even add a logo for your invoice. To access that, select Edit work info at the bottom of an invoice. Once you've saved here, it'll apply to all invoices moving forward.

As for the email template sent with invoices and receipts, the program gives you the chance to personalize that message when you click Send invoice or Send receipt. A page will open where you can review the details of the transaction and edit the email message. Unlike the business details, this message doesn't save for future use, meaning you'll have to make whatever changes you'd like each time.

This is a good opportunity to submit feedback to our product development team if what I've described doesn't quite meet your needs. Leaving feedback is easy and lets the team know what you'd like to see when using the program. Here's how you can leave feedback.

1. Select the Assistant feature.
2. Type and enter "feedback" into the chat box.
3. Follow the prompts.

I hope that helps! Feel free to let me know if you have further questions. :)