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Best answer May 03, 2021
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Hello horsechick902,
Welcome and thanks for joining us here in the QuickBooks Community forum! It's great to see that you're working with QuickBooks Self-Employed and considering the different ways that you can communicate with your customers using things like the invoice and email messages. I can go over this for you.
When you have extra information you'd like to share with your customers or even just want to add a personal touch to the messages you're sending them, the invoice and email messages are the perfect way to go about that. I can definitely appreciate how having a way to set your own messages to always be used would be helpful. I'll start with the invoice message.
QuickBooks Self-Employed gives you the option to save an invoice message to use on future invoices with a simple checkbox. This option is available when logged in via the browser, and all it takes is changing the message and checking off the box Save as default message for future invoices before sending the invoice. Here's what it looks like.
It's not possible to toggle this option in the mobile app, so please login using a browser to do so. Just go to qbo.ca, hover over Sign in, choose QuickBooks Self-Employed, and enter the same login details you use when accessing the app.
As for the email message, there isn't currently a way to set a default for that. What you can do is submit feedback to our product development team to share your thoughts and let them know how that kind of option would make a difference. Here' show you can submit feedback for QuickBooks Self-Employed.
- Select the Assistant feature.
- Type and enter "feedback" into the chat box.
- Follow the prompts.
I hope this has been helpful for working with your invoice messaging in QuickBooks Self-Employed. Have a great week!
Hello horsechick902,
Welcome and thanks for joining us here in the QuickBooks Community forum! It's great to see that you're working with QuickBooks Self-Employed and considering the different ways that you can communicate with your customers using things like the invoice and email messages. I can go over this for you.
When you have extra information you'd like to share with your customers or even just want to add a personal touch to the messages you're sending them, the invoice and email messages are the perfect way to go about that. I can definitely appreciate how having a way to set your own messages to always be used would be helpful. I'll start with the invoice message.
QuickBooks Self-Employed gives you the option to save an invoice message to use on future invoices with a simple checkbox. This option is available when logged in via the browser, and all it takes is changing the message and checking off the box Save as default message for future invoices before sending the invoice. Here's what it looks like.
It's not possible to toggle this option in the mobile app, so please login using a browser to do so. Just go to qbo.ca, hover over Sign in, choose QuickBooks Self-Employed, and enter the same login details you use when accessing the app.
As for the email message, there isn't currently a way to set a default for that. What you can do is submit feedback to our product development team to share your thoughts and let them know how that kind of option would make a difference. Here' show you can submit feedback for QuickBooks Self-Employed.
- Select the Assistant feature.
- Type and enter "feedback" into the chat box.
- Follow the prompts.
I hope this has been helpful for working with your invoice messaging in QuickBooks Self-Employed. Have a great week!
