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fcross-asc
Level 1

Since the updates i am no longer able to change the text in the standard email that is sent with the invoice. How can i do this as some of my invoices need different text

Before the update i could change text before sending the invoice

1 REPLY 1
Clark_B
QuickBooks Team

Since the updates i am no longer able to change the text in the standard email that is sent with the invoice. How can i do this as some of my invoices need different text

You can create a new custom form style to have different text for your customers, @fcross-asc. I'll outline some details below and provide you with the steps.

 

To start with, you can create a new custom form style for your invoices to have different text for your customers. Here’s how you can set up one:

 

  1. Navigate to the Gear Icon or Settings and select Custom Form Styles.
  2. Click on the New Style dropdown and select Invoice.
  3. Customize the Design and Content according to your preferences.
  4. Under Emails, change the text or message for your customer.
  5. Once all changes are made, click Done.

 

 

Next, use the newly created template when creating an invoice to ensure the text/message is included. Here’s how

 

  1. Go to +New and choose Invoice.
  2. Select the Manage option, then Design.
  3. Choose the newly created template to ensure the changes reflect in the note/text.
  4. Finalize by clicking Save or Review and Send.

 

 

For the standard email that you're no longer able to change the text, we can perform browser troubleshooting steps to determine whether the issue is related to your browser. Start by logging in to a private browser, this will not store cache files that can cause lag to a web-based program. You can follow these shortcut keys:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

Alternatively, you can use any other supported, up-to-date browser to ensure the best experience with QuickBooks.

 

Once you receive a payment from a customer, utilize this guide to help you record it so that the invoice is marked as paid: Record invoice payments in QuickBooks.

 

If you have more questions about changing the text or custom form styles, feel free to ask. I'm here to assist further.

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