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I'll help you change your details at the bottom of the email when sending estimates and invoices using QuickBooks Online (QBO), @nsusl.
To start, let's head over to the Custom form styles and make changes. Here's how:
- Go to the Gear icon and select Custom form styles.
- Click the New style drop-down and select from the list (Invoice, Estimates, or Sales receipt).
- Select the Content tab and click the footer box.
- Add/edit footer text.
- Click Done.
Additionally, you have the option to customise your invoices, estimates, and sales receipts. This allows you to improve your business communication by choosing the specific information you want to share with your customers, ensuring only the most important details are included.
If you need further assistance in changing the details in the emails when sending invoices and estimates, please let me know. I'm always here to help. Have a good one.
