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davenportpsychot
Level 1

How do I save changes I make to the automatically generated email message that goes out when I send an invoice?

 
1 Comment 1
LauraAB
QuickBooks Team

How do I save changes I make to the automatically generated email message that goes out when I send an invoice?

Hello davenportpsychot,

 

At QuickBooks, we know how important it is to tailor a message to your customers, but I also see how it'd be useful to be able to have a preset message if there's something that needs to be included in each message. Being able to save that kind of message would be super handy in those instances, and I can go over how QuickBooks Self-Employed handles these details.

 

QuickBooks Self-Employed works on a simple interface to keep the workflow going. However, that simplicity can mean there are limitations, and this is one of them. At this time, it's not possible to save the email message that's generated when you send invoices to your customers. The program will reset it each time to the default message, and there isn't a way to change that. What I recommend is keeping a note or Word file handy with whatever message you'd like. That way, you can just copy and paste it when needed.

 

As I mentioned, I see how having the option to save these messages would be handy. For that reason, I encourage you to submit feedback. Here's how.

  1. Select the Assistant feature.
  2. Type and enter the word "feedback" into the chat box.
  3. Follow the prompts to submit your feedback.

This helps our product development team learn how you'd like to use the program and why it's important to you to have features like this.

 

An option you can consider is switching from QuickBooks Self-Employed to QuickBooks Online. QuickBooks Online includes the option to customize your forms and the emails that are sent when you send transactions from the program. Switching to QuickBooks Online isn't necessarily the best move for all self-employed individuals since that version of the program is designed for small businesses and doesn't include self-employed tracking, but if you're interested, here are some links about it.

Whichever option you choose, I wish you the best with it!

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