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bethana
Level 1

Change default invoice email message

It's very time consuming to change the body email every time I create an invoice. Is there a way to change the default message? It's so casual using "Hey" and "Thanks"...this is not how I want to address my customers. With so many other features on this program, it's strange you can't customize the message. Honestly, I'd prefer a blank text box if I had to choose.

1 Comment
Jovychris_A
QuickBooks Team

Change default invoice email message

Welcome to QuickBooks Community, @bethana.

 

I'd be delighted to walk you through the steps on how to change the default invoice email message. It takes a few steps to edit the email text within an invoice.

 

Here's how: 

  1. Sign in to QuickBooks. 
  2. Go to the Invoices tab on the left-hand side of the screen. 
  3. Locate the invoice you'd like to edit the email's text. 
  4. In the Action column, press or choose SendNote: This won't automatically send the invoice. You'll have the chance to preview it as well. 
  5. From the Email Body section, you can create or edit the message. 
  6. Once done, select Send

 

You can also change the message this way: 

  1. Go through steps 1-3 from above. 
  2. In the Action column, click the drop-down menu and pick Edit
  3. Over in the Customize portion of the screen, click Email under Design
  4. Here, you can edit the text within the Message section. 
  5. Afterward, hit Email in the bottom right-hand corner. 

 

Here are two articles that can provide additional information about invoicing in QuickBooks Online Self-Employed: 

 

The first article includes how to receive electronic payments in QuickBooks Self-Employed.

 

I'd be happy to answer them if you have more questions about QuickBooks. I'm always here to help. Take care!

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