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Hi callmesimon-
Could you let me know how you've added the message? Have you added it when you are generating the quote? Or is the message to the customer saved in the form's template?
Let me know!
-Christine
Hi Christine - I have added my standard T&Cs to the "Message to the customer" field in the bottom third section of the quote custom forms template. Hope this helps. ss
I appreciate you for informing us that you've added your standard Terms and Conditions (T&Cs) in the Message to the customer field of the quote template, @callmesimon. I've got some steps on how to take care of this issue.
Currently, we have received reports from other users that the information entered on this field won't appear in the PDF preview of the quote. Rest assured that our product engineers are actively working to have a permanent fix.
To complete your task, you can update the message from the Sales menu in the settings. This lets your customer determines the standard T&Cs of the quote. Let me guide you.
The screenshot below shows you the last six steps.
I want to ensure you're in the loop about the investigation's status (INV-39370) and its resolution. With this, I'd suggest contacting our Customer Support Team. They can add your company to the list of affected users, so you'll receive email updates. Just go to the Help menu at the upper right. Then, click Contact Us to connect with a live support agent.
Once your customer accepts your quote, you can easily convert it into an invoice from the All Sales tab. Please first turn on the Copy quotes to invoices feature in the settings. For more details, check out this article: How To Convert A Quote To An Invoice.
I'll be here if you need more help from me. Just comment again on this thread. Have a great day, @callmesimon.
This isn't really what I want. I want the standard terms to be included on the Quote form itself, not on the accompanying email. Can you tell me how to do this?
ss
I appreciate you for getting back, callmesimon.
Thanks for clarifying your concern as it help me identify the possible reason why your not seeing the footer message with your standard terms in the quote.
When creating a quote in QuickBooks Online (QBO), make sure to use the correct form style where the quote footer is added.
Here's how:
Should there'll be anything else you need, please get back to me. I'm always happy to help. Wishing you the best!
I'm having the same problem on a couple of my new QuickBooks clients invoices, when I type a message in the template of the invoice "Message to Customer", it doesn't print when sending the invoice as a PDF or when printing. I am an accountant for a number of clients I it works for most, just the last couple I've set up are not working (see screen shot of your reply with my problem circled in red)
I appreciate sharing your feedback about "Message to Customer" not printing as PDF when sending the invoice, Cathy-B.
You may be having a PDF printing issues. Let's do some troubleshooting steps to fix this. Please follow these in order:
Step 1: Make sure you can print a local PDF document
Proceed to the next step outlined here.
I'm also including the fix QuickBooks Online printing issues on browsers for Windows to get help with common printing issues in QBO for your guide.
If you have anything else to add, please click the Reply button. I'm always here ready to help.
Thanks, but this isn't the problem I'm having, I can print invoices and everything else on the invoice prints or saves to a PDF perfectly. What isn't appearing on the printed or saved invoice is the "Message to Customer" set up in the Invoice template. As I say, it works for all my other clients, just two new clients I have I just can't get them to work.
Hi Cathy-B,
Just to make sure, when you are within the invoice, down the bottom there is an option of Customize is the correct template selected? If not perhaps the message you've created is not on the selected invoice template.
I believe, if you have found that two client's specifically are not having the Message to Customer appear on the printed version of the invoice, perhaps this will need to be looked at by support team member.
I'd encourage you to reach out to our support team by clicking here.
Hope yo hear from you soon,
-Steven
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