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smt10720
Level 1

How do I add a message to my invoices perminently

 
1 Comment 1
JamesM
QuickBooks Team

How do I add a message to my invoices perminently

Hi there,

 

You've come to the right place for help. I'll be happy to assist you with editing the invoice messages on your account.

 

Here's how:

  1. Go to Settings ⚙️.
  2. Select Account and Settings.
  3. From the left menu, select Sales.
  4. In the Messages section, select the edit (pencil) icon.
  5. Place a checkmark in the box next to Use greeting, then from the drop-down choose your ideal greeting.
  6. In the Sales Form drop-down, select the desired Sales Form type:
    • Invoice
    • Estimate
    • Credit Memo
    • Sales Receipt
    • Statement
    • Refund Receipt
  7. For the Subject and Email message, you can leave the verbiage in the box that is provided or type in your own custom messages.
  8. If you would like to receive a copy, place a checkmark in the box next to Email me a copy.
  9. After you've made all the appropriate changes to the message, select Save.
  10. Select Done.

Give this a try and in you need further assistance, please contact our support team using this link

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