When I go to send a customer an invoice, I can edit it on the box on the left, but it now doesn't change in the box on the right. It always used to! Help please!

Hi there, Becca. You’re correct, edits made in the left-hand box don't update the right-hand preview in real time. However, those changes will be applied once the email is sent.

If you prefer a live preview while you work, make those edits in Custom Form Styles instead. Just go to the 'Email' tab and update the 'Message to customer' section.

This method applies your edits directly to the template, ensuring your message is saved and visible across all future invoices.

I've also included a detailed resource about changing sales form messages which may come in handy moving forward: How to set up or change customer messages.

Please feel welcome to send a reply if there's any additional questions.