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Oct 11, 2020 9:16 PM UTC
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"I'm using quick books self employed, is there a way to change and save the email message box when creating an invoice..?

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EmmaMAnswer
Mar 11, 2021 1:56 PM UTC

Hello Krisitina2021, you should be able to change the message by going into a new invoice> save and send and editing the message as long as you have set as default ticked on the invoice, it should then work on future invoices.

5 replies

Oct 11, 2020 10:31 PM UTC

It’s great to see you in the Community, ian parkes.


Yes, you can change and save the email message in the box. Let’s use the Customise feature to accomplish this task.

 

  1. In your QBSE account, tap the Invoices menu on the left panel to select Create invoice.
  2. Fill in the fields and hit the Customise button.
  3. From there, click the Email link to display the Message option.
  4. In the field boxe, enter the new message.
  5. Click the Save button.

Please know that the customization will apply to all invoices. Here’s an article that covers all the details on how to tailor the look and information displayed on the sales forms: Create invoices in QuickBooks Self-Employed.


If you need further assistance performing any of these steps, leave a comment below. I’ll be happy to help and make sure this is taken care of for you. Have a great rest of the week.

Mar 11, 2021 12:27 PM UTC

I'm having trouble locating the 'customise' function. I can 'Edit work info', however its the standard message I'm after changing... 

 

Any guidance will be gratefully received! Many thanks. 

EmmaMAnswer
Mar 11, 2021 1:56 PM UTC

Hello Krisitina2021, you should be able to change the message by going into a new invoice> save and send and editing the message as long as you have set as default ticked on the invoice, it should then work on future invoices.