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ian parkes
Level 1

"I'm using quick books self employed, is there a way to change and save the email message box when creating an invoice..?

 
5 REPLIES 5
Rasa-LilaM
QuickBooks Team

"I'm using quick books self employed, is there a way to change and save the email message box when creating an invoice..?

It’s great to see you in the Community, ian parkes.


Yes, you can change and save the email message in the box. Let’s use the Customise feature to accomplish this task.

 

  1. In your QBSE account, tap the Invoices menu on the left panel to select Create invoice.
  2. Fill in the fields and hit the Customise button.
  3. From there, click the Email link to display the Message option.
  4. In the field boxe, enter the new message.
  5. Click the Save button.qbse invoice.png qbse invoice.1.png

Please know that the customization will apply to all invoices. Here’s an article that covers all the details on how to tailor the look and information displayed on the sales forms: Create invoices in QuickBooks Self-Employed.


If you need further assistance performing any of these steps, leave a comment below. I’ll be happy to help and make sure this is taken care of for you. Have a great rest of the week.

Kristina2021
Level 1

"I'm using quick books self employed, is there a way to change and save the email message box when creating an invoice..?

I'm having trouble locating the 'customise' function. I can 'Edit work info', however its the standard message I'm after changing... 

 

Any guidance will be gratefully received! Many thanks. 

EmmaM
QuickBooks Team

"I'm using quick books self employed, is there a way to change and save the email message box when creating an invoice..?

Hello Krisitina2021, you should be able to change the message by  going into a new save and send and editing the message as long as you have set as default ticked on the invoice, it should then work on future invoices.

nickikennedy
Level 1

"I'm using quick books self employed, is there a way to change and save the email message box when creating an invoice..?

I am having same problem.  I've changed the default message, but when I use my mobile phone to send the email, the covering letter in the email starts with a greeting I would never use and that's the part I would like to change.  I can't seem to find a way.

thanks

maryrosen
QuickBooks Team

"I'm using quick books self employed, is there a way to change and save the email message box when creating an invoice..?

Thanks for joining the thread, @nickikennedy. I'm here to help you out.

 

If you've already changed the default message, I suggest trying to send it via the web browser. This is to ensure that you can send an email which indicates the message you want. 

 

If it hasn't changed to its default message from the web browser, then it could be a data issue or the app's cache in your mobile phone. With this, I'd suggest clearing the app's data so you can access your account without issues. 

 

Here's how:
 

  1. Open your QuickBooks app.
  2. Go to Menu ☰.
  3. Select Help & Feedback.
  4. Look for Refresh Data.
  5. Tap Refresh.

 

If the issue persists, try to uninstall and reinstall the app to make sure you get the latest version.

 

I'm adding this article for future reference if you want to learn how to create a new transaction from a receipt image: Record or attach expense receipts in QuickBooks Self-Employed


Should you need further assistance in managing invoices in QuickBooks Online Self-Employed, feel free to leave a reply. Take care!

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