Quickbooks self employed I would like to put my own wording on my receipts and save it so I don’t have to change it each time. How can I do this please?

Hi andrewbaker99 Are you referring to the receipts capturing/ uploading into Quick|Books?

Hi John

sorry been a busy week.

I want to change the wording on the email which goes with the invoice and receipt of payment. I want to save the template to my own wording.

I also want to change the word hey to dear on the invoice before the name 

thsnls

andree

We're glad to hear back from you, @andrewbaker99,

Thanks for this additional information about the concern you're having with your sales processing in QBSE. You can simply edit the email body on the invoice if you want to have a different messaging to your customers.

When you create an invoice in QBSE, you will see the option to update the email body on the right-hand side of the entry.

Regarding the email notification for your payments, what service are you using for it? Are you being paid online through a payment service? If you're using a third-party payment processing app, you can contact them for help with the notification emails.

Please post an update here if you need further help with the steps. I'll be right here to help you anytime. Have a nice day!

Hi,
When I click on create invoice in self employed there is no option to customise.
Am I missing something here?
Steve.

Hello Mr Librium, thanks for commenting on this post, So in Quickbooks self employed if you click on create invoice then edit work info that is all the information you can enter in to customise. 

Ok, so I am not missing something and the diagram in a previous post doesn't relate to the Self Employed version as suggested?
Steve.

Hi Mr. Librium.

Thank you for getting back to us here on the Community forum. I can share with you some additional information about modifying the working of your invoices in QuickBooks Self-Employed.

The image provided by Jen_D above is correct. If the option is missing on the Invoice window, you can still change the email details following these steps:

1. Open your transaction or go to the Invoice window then fill in the details.
2. Click on the Email tab.
3. Update the message on the Email body section.
4. Hit Send.

For more hints about handling your invoices and other transactions in QuickBooks Self-Employed, you can check out the topics from this link: Guides for QBSE.

If you have any other follow-up questions about modifying your emails before sending them from QuickBooks, please let me know by adding a comment below. I'm always here to help. Have a good one!

I have the same question, and I don't believe it has been answered above,

I want to customise and save the wording on the payment RECEIPT that you can automatically generate and send.

I am a therapist and I don't want my receipt to say "Thank you for your business". How can I change the wording on the receipt?

At the moment I am manually changing the wording with every receipt I send. Which is driving me nuts!

Thanks in anticipation!

Welcome to this thread, @Putneygirl. The steps shared by my peer Angelyn_T will help you achieve your goal. 

Additionally, you can turn on the Save as default message for future invoices option in your QBSE account so you won't have to enter the wording with every receipt you'll send. 

Here's how: 

1. Go to the Invoices menu, then open the saved invoice by click Edit from the drop-down.
2. On the page, change the invoice message, then check the Save as default message for future invoices option.
3. Click Send invoice.

Here's an article with more insights about customising your invoice in QBSE: Create invoices in QuickBooks Self-Employed.

Update me here if there's anything else that you need help with. Take care and have a great day!

It’s kind of you to reply, but my question relates to RECEIPTS rather than invoices.

the option to save wording for future messages seems to me to be absent for receipts?

Am I missing a trick?! 

thanks again! 

Hello Putneygirl, If you're using the Self Employed product and referring to receipts are these receipts from expenses you have uploaded from the app or had added via receipt forwarding, or are you referring to sales receipts in the QuickBooks Online just to be clear.

Hi there :waving_hand:

I am using QBSE. When someone has paid up, I go into “invoices” and taking the drop down option “mark as paid”. At that point you are asked whether you want to send a payment receipt to the client. 

it is that receipt I am talking about: 

Thanks :smiling_face_with_smiling_eyes:

Thanks for adding clarifications, Putneygirl.

The option to save wording for future messages when clicking the Mark as paid is unavailable. Notes are available when you create an invoice. Use the Note to Customer option to do this.

If you need other references for tips on your future task with QBSE, you can check out these helpful links: 

• QuickBooks Self-Employed Overview.
• List of our articles.

The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead.

It hasn’t yet been answered in this thread, but how does anyone change that horribly unprofessional “hey” to permanently read “Dear” in QBSE? Begging for a solution now 🤬

I share your pain!

I manually alter each invoice, I would also love to learn there is a permanent save-able solution to this.

Somehow I doubt it ..

I understand that you want to change the opening spiel when sending the receipt to your customer, CarmenJW and Putneygirl.

Being able to permanently save the wording of the receipt is a great idea. While you need to update it each time you send receipts, I suggest sending feedback to our Product Team.

Here's how:

1. Select the Assistant feature.
2. Type and enter "feedback" into the chatbox.
3. Click Add a feature.
   
4. Enter the feature that you want to add or change, then click Yes.
   

Your valuable feedback goes to our Product Development team to help improve your experience in QuickBooks. 

In addition to this, you can keep track of the invoice payment by downloading transactions from your bank. Or, you can manually enter the payment if your bank isn't connected for online banking.

When payments are all posted on the Transactions page, you can start categorising them. That way, you'll be able to determine your estimated taxes.

Let me know if you have follow-up questions about changing the template of the email. I'm always right here to help you.

Thanks MaryLandT,

I have forwarded feedback as you suggested. I look forward to seeing if this effects a change.

Kind regards,

Jo