How do I add e-transfer email info to my invoices

Gear Button

Custom Form Styles

Click "EDIT" with your invoice

Click on the middle tab "Content"

Click on the bottom 3rd section of your invoice

Enter your custom message including your etransfer information

You can add it on the default message section or add a custom field for your e-transfer email information, @Telford5. We'll share more details below to help you choose the best way to handle this situation in QuickBooks Online (QBO).I

n QBO, you can create a custom invoice template and modify it to include e-transfer email details so you won't have to manually enter them every time you create a customer invoice. Here's how:

1. On the top-right corner, click the Gear icon and select Custom form styles.
2. Select the invoice template you want to edit or create a new one.
3. Go to the Content tab and then add your e-transfer email information in the default email message field or Add payment details and footer section. 
4. Once you're ready, click Done.

For visual reference see the screenshot below.

To use the template, you can refer to this page for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Another way to handle e-transfer email details is to create a custom field intended for the e-transfer details. This way, you'll have an extra field specifically made for the e-transfer email information that your customer can utilize. See this article to learn more: Add custom fields to sales forms and purchase orders in QuickBooks Online.

Please let us know in the comment section if you have further questions about the program or require assistance managing customer payments in QuickBooks. We’ll respond as soon as possible to resolve your inquiries.