QuickBooks Self-Employed (QBSE) is designed for tracking income and expenses, as well as generating basic invoices. However, it does not include features like customizable invoice templates, default messages, or recurring messages, as the software is intentionally streamlined for ease of use, Ian.
When creating an invoice for a customer, you can add a message to the email body. However, this setting cannot be saved permanently; any changes to the email body will affect both past and future invoices.
If you find the invoice limitations of QBSE restrictive and need additional features, you may want to consider upgrading to QuickBooks Online plans. These plans offer greater customization options, which may better suit your business's advanced needs.
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