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Level 3

Message on Invoice

We have set up a default message on our sales templates.

 

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Is there anyway we can prevent users from entering / removing this message when entering invoices especially as they contain banking details which we do not wish to display in the footer.!

 

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Thank you.

 

Solved
Best answer 08-04-2019

Best Answers
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QuickBooks Team

Message on Invoice

Good day, Deano2.

 

Once you've set up a user to create sales transactions, we're unable to prevent them from entering/removing the invoice default message.

 

I know this is important to your business. I'll personally share your concern to our management team. They'll help me pass this along to our software developers for evaluation. This might be included in future updates.

 

Don't hesitate to get back to us if you need anything else. 

View solution in original post

5 Comments
Highlighted
QuickBooks Team

Message on Invoice

Good day, Deano2.

 

Once you've set up a user to create sales transactions, we're unable to prevent them from entering/removing the invoice default message.

 

I know this is important to your business. I'll personally share your concern to our management team. They'll help me pass this along to our software developers for evaluation. This might be included in future updates.

 

Don't hesitate to get back to us if you need anything else. 

View solution in original post

Highlighted
Level 3

Message on Invoice

 

Thank you.
 
 
 In the interim can we restrict certain users from changing our custom forms. eg. the footers, layout etc or do all users have the ability to make amendments. 
 
I am loathe to put the banking details on our footer but this may have to be an alternative provided only ADMIN can change these forms?
Highlighted
QuickBooks Team

Message on Invoice

Hi Deano2,

 

I've tried some testing on my test company to see if there was a way to make amendments to the form as a restricted user, and was able to come up with these results.

 

If the user is set up as a Standard User with the Customers tickbox only in the Limited access section, they will be able to view the invoice template but not save any changes that they make, which effectively stops them from overwriting your invoice design settings.

 

Here is a visual representation of what it looks like in the Edit section of the user:

 

 

And this error message will show up when the restricted user tries to save their changes in the invoice style settings:

Let me know if this is what you're looking for.

 

Bonny

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Level 3

Message on Invoice

Thank you for all testing.  I have also tried testing and I can see they cannot change the template which is fantastic however they still have the ability to enter a different message when creating a sales invoices? .

 

Or am I perhaps doing something wrong when testing . THanks again for all the support and help. much appreciated

Highlighted
QuickBooks Team

Message on Invoice

Yes, you are correct, Deano2.

 

The other user will still be able to enter a different message on the invoices. I'll be sure to forward your request to our product engineers for assessment.

 

You can also check this article to learn more about the user types and permissions in QuickBooks Online.

 

If you have other questions or concerns about QuickBooks, feel free to reach out to us. Thanks.