Where in Quickbooks Self employed do I find the option to customise the email message when sending an invoice. I can find it on QB online but it doesn't help!

In QuickBooks Self-Employed, the ability to customize email messages for invoices isn't as detailed compared to QuickBooks Online, judygball. This is due to the distinct platforms each version uses, which handle customization differently.

To customize the email when sending an invoice in QBSE, follow these steps:

1. Go to the left navigation panel and select Invoices.
   
2. Select or create an invoice and scroll down in the Message option.
3. Click the box beside the Save as default message for future invoices to be default.
   
   
   
   
   
4. Click Send.
   

For additional information on managing invoices in QBSE, refer to this article: Create invoices in QuickBooks Self-Employed.

You'll want to check the Categorise transactions in QuickBooks Self-Employed. This linked article will help you understand which category to choose for specific transactions.

If you have further questions about invoices or other aspects of QBSE, don't hesitate to reach out. I'm here to lend a hand. Stay safe.

Thank you but my screen doesn’t look like yours and I don’t have the option to customise.

I appreciate you following the steps provided by my colleague, Judy. The instructions from my colleague are exclusively about QuickBooks US. Here are the steps to find the option to customize the email message in invoices using QuickBooks Self-Employed.

Here's how:

1.  From the left navigation menu, click on the Invoices tab.
2. In the Invoices section, if the invoice is unpaid, select the drop-down arrow next to Mark as paid and choose Send reminder.
3. If the invoice has already been paid, click the drop-down arrow next to View and select Send.
4. Scroll down to find the Email Message section, where you can customize your message.
5. After making your changes, click Send again.

Moreover, if you need guidance on tracking your income and expenses through bank transactions, refer to this article: Categorize Transactions in QuickBooks Self-Employed.

If you have any further questions about QuickBooks Self-Employed, please leave a comment below. We're always here to help!

I want to change the custom message on emails when I first send the invoice whereas your steps just take me to changing the message on one reminder rather than changing the custom message.

Hello, judygball. I’d like to address your query about customising the email message when sending an invoice.

Upon creating an invoice, you can personalise the message for your customer. You can do this by editing the Email Message section before sending them.

Here's how:

1. On the New invoice page, enter all the necessary invoice information and click the Send invoice button.
2. Next, go to the Email Message section and edit the message there.
3. Once you're done, click Send.

That's it! The email message your customer receives will be the customised message you created for them.

For your future reference, you might want to check out this article to learn about entering expense receipts, so you won't have to manually input them into the system: Record or attach expense receipts in QuickBooks Self-Employed.

If you have questions in mind about attaching receipts to existing transactions in QBSE, leave a reply in this thread.

Thanks everyone.  I know how to change the message each time I send an email. I tend to send out a number of invoices at the same time and what I want to know, is how I set a custom message so it comes up automatically and I don’t have to re-type the  message I want to send for every invoice. I know it can be done in QB online,  it can it be done with QB self-employed and if not, why not?

The QuickBooks Self-Employed (QBSE) platform allows only one custom invoice template, Judy. You'll need to manually edit the invoice to modify the messages for your customers. I'll provide more details below to give you insights.

Unlike QuickBooks Online (QBO), QBSE focuses on the needs of freelancers, independent contractors, and sole proprietors. It assists users in managing their finances by tracking income and expenses, estimating quarterly taxes, and organizing receipts. Key features of QBSE include mileage tracking, invoicing, and seamless integration with TurboTax for simplified tax filing, while QBO is for various financial management tasks for small businesses. For feature comparison, you can visit this page: https://quickbooks.intuit.com/accountants/compchart/

On the other hand, explore this article to get reports and track customer transactions in QBSE: Export transactions and get reports in QuickBooks Self-Employed.

Count me in if you need assistance with tracking record transactions in QuickBooks. You can also ask more questions about the program, and I'll respond as soon as possible. Stay safe.