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Level 1

Invoice sending pre set text

How do I change pre set text that apples to a email invoice on sending? I have to edit it every time And this takes up time 

QuickBooks Team

Invoice sending pre set text

Hello Apple24, 


Welcome to the Community page, 


If you go the the main cog wheel>account and settings> sales>messages> you can fill in the message you want to send to your customers and then click save and done 

Level 1

Invoice sending pre set text

I don’t have those settings on my phone app? 

under settings nothing for sales etc


Invoice sending pre set text

Hi @Apples24,


Thank you for your prompt reply.


The steps provided above are intended for a browser. You'll need to login to your QuickBooks Online (QBO) company using a computer. Since both platforms sync with each other, any changes made from one will reflect with the other. 


See this article for a list of features available on different mobile devices: Compare mobile app features. So you know which device has the features you need.


Tap the Reply button and post a comment below if you have other concerns with sending invoices from your QBO mobile app. I'll take care of them for you.

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