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Apples24
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 

3 REPLIES 3
Ashleigh1
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 

Apples24
Level 1

Invoice sending pre set text

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

under settings nothing for sales etc

Ryan_M
Moderator

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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