How can I amend the standard wording which automatically appears in the email when I send an invoice or Remittance or chase overdue invoices?

Hello, service10,

Thanks for visiting the Community!

I'm here to help share information on how QuickBooks Online email sales forms and remittances.

In emailing invoices, you have the option to set default email message.

Here's how:

1. Click the Gear icon at the top.
2. Select Account and Settings under Your Company section.
3. Go to Sales tab.
4. In the Messages section, select the edit (pencil) icon.
5. From the Sales form drop-down, select Invoices and other sales forms or Estimates and type the default message to customers.
6. Click Save.
7. Click Done.

Keep in mind that you can create a different default email messages for each sales form. All you need to do is to change the drop-down box to show the appropriate sales form.

As for the remittance advice, right now the option to set a default message is unavailable. For the meantime, this will need to be edited each time.

For additional information about the process in setting up default email for sales forms, check out these articles:

• How to set up or change customer messages
• Default customer message in preferences not the message showing on some sales forms

In case you need tips and related articles in the future about the "How Do I" steps in QuickBooks Online, visit our QuickBooks Community help website for reference: QBO Self-help.

That will point you in the right direction, service10.

Feel free to post here again if you have any other questions in managing your QuickBooks Online account. I'll be around to help.