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cchester
Level 1

Where are the options for the message for sending invoice emails?

How do I change the wording and who gets a cc copy of invoices sent by email?
1 Comment 1
IntuitSheila
Level 8

Where are the options for the message for sending invoice emails?

Hi cchester,

 

Thanks for posting in the Community!

 

Let me guide you on how to update the email message when sending invoices in QuickBooks Online. Here's how to:

 

  1. Click on the Settings icon at the top right corner.
  2. Click on Account and Settings.
  3. Click on Sales tab.
  4. Select Invoice from Sales form drop down.
  5. Click on Messages and edit the Email message.
  6. Edit also the email address entered in the Copy (Cc) new invoices to address.
  7. Click on Save and click on Done.

That's it! You've edited your sales form message. You can also check this link to learn more about: How to set up or change customer messages in QuickBooks Online.

 

Leave a comment below if you need more help with invoices. I'll be around to assist you!