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March 8, 2021
Question

Quickbooks self employed I would like to put my own wording on my receipts and save it so I don’t have to change it each time. How can I do this please?

  • March 8, 2021
  • 1 reply
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1 reply

March 8, 2021

Hi andrewbaker99 Are you referring to the receipts capturing/ uploading into Quick|Books?

March 14, 2021

Hi John

sorry been a busy week.

I want to change the wording on the email which goes with the invoice and receipt of payment. I want to save the template to my own wording.

I also want to change the word hey to dear on the invoice before the name 

thsnls

andree

Jen_D
March 14, 2021

We're glad to hear back from you, @andrewbaker99,

 

Thanks for this additional information about the concern you're having with your sales processing in QBSE. You can simply edit the email body on the invoice if you want to have a different messaging to your customers.

 

When you create an invoice in QBSE, you will see the option to update the email body on the right-hand side of the entry.

 

 

Regarding the email notification for your payments, what service are you using for it? Are you being paid online through a payment service? If you're using a third-party payment processing app, you can contact them for help with the notification emails.

 

Please post an update here if you need further help with the steps. I'll be right here to help you anytime. Have a nice day!