Skip to main content
selondonpetcare-
May 25, 2021
Question

How do I edit the preset text in emails that go out with invoice notifications, reminders and confirmations of payment?

  • May 25, 2021
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

jamespaul
May 25, 2021

Hello, selondonpetcare-.

 

Customising your email messages can definitely put more presentation value when transacting with your customer. That said, I'll guide you in editing the preset texts in emails for your invoices. 

 

During invoice creation, there will be boxes for you to edit the preset messages on your invoices. For reminders and payment confirmations, you'll want to edit the texts after creating an invoice. 

 

Currently, you can only save the payment details and invoice messages for future use. Simply check the Save payment details for future invoices and Save as default message for future invoices boxes before sending it to your customer. 

 

 

For reminders and payment confirmations, here's how you can edit the texts: 

 

  1. Go to the Invoices page. 
  2. Find the invoice, then click the arrow icon under ACTION.
  3. Select Send reminder or Send receipt (if you marked it as paid). 
  4. Edit the text under Email Message. 
  5. Click Send. 

 

 

If you need more help creating an invoice in the Self-Employed platform, feel free to read this article: Create invoices in QuickBooks Self-Employed.

 

Ready to categorise your invoice payments for the self-assessment taxes? This article has all the things you need to get started: Categorise transactions in QuickBooks Self-Employed.

 

I'd be more than happy to help if you need to take care of other things for your invoices. Do you also need help with other tasks in your Self-Employed account? Please let me know and I'll be there for you. 

CarolineH
February 1, 2022

Hi QuickBooks, 

In a help conversation the other day your colleague said it •was• possible to amend the text in the cover email for invoices and then save it for future use. It appears he was mistaken.

 

I find it incredibly frustrating that the auto text that appears in the draft cover email is so informal – I would never start an email to a client with "Hey" and worry that one day I'll forget to amend it. Even if there isn't the facility to save my own standard cover email, it would be great if you could fix the template wording to be more professional. 

Ashleigh1
February 1, 2022

Hello CarolineH, thanks for posting on this thread, so in quickbooks self employed if you click on invoices> click on create new invoice> on the left handside you will see a box that says messages if you put the message you want it to say in there and then you'll see a small box to tick underneath the message box at the bottom that says save as default message for future invoices this should resolve your issue your having. 

Terms & ConditionsAccessibility statement