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barbora1
Level 1

When I send the invoice, it goes directly via email and I need to change the body of the email permanently so that I don't need to change it each time, where do I do it?

So, it's the message that will display in the body of the email with the invoice attached. Where is the template for it?
1 Comment 1
JoesemM
Moderator

When I send the invoice, it goes directly via email and I need to change the body of the email permanently so that I don't need to change it each time, where do I do it?

Good to see you here in the Community forum, @barbora1. Changing the message in your invoices email is quick and simple. I would be glad to guide you through the process by accessing the Message feature in the Account and Settings.

 

In QuickBooks, you have the flexibility to create a different default email message for each sales form. The default message will be displayed under the Message section. If you want to customize the message for a specific sales form, you can easily overwrite the default message on that individual sales form. This feature enables you to have a unique default email message for each sales form in QuickBooks.

 

  1. Click the gear icon in the upper right corner
  2. Under YOUR COMPANY click on Account and settings
  3. On the left side click Sales
  4. Scroll down to Messages and click the pencil to the right
  5. From the Sales form dropdown, choose Invoices and other sales forms and type the default message to customers.
  6. Select Save and Done.
    Capture.PNGCapture.PNG

 

If you need to make changes to the message for individual customers, you'll need to make the changes manually while you are creating the sales form. For more details, see this article: How to set up or change customer messages.

 

You can also check whether you’d like a copy sent to the email address you provided for your business in QBO. Invoices are the only Sales form that allows you to add additional email addresses to copy and blind copy to. For additional reference, you can read this article: Email a sales form or report to multiple email addresses.

 

Lastly, paying invoices usually depends on the payment method selected when creating the invoice and how you can personalise your sales forms. To learn more about the process, you can check out these articles:

 

 

That should help you change the default message of your invoices. Reach out to me if you have additional questions about sales form-related concerns. I’m always ready to answer them for you. Take good care.