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Level 1

Customer messages on invoices

The customer message box on invoices is getting too filled with saved messages.  How do I delete those I no longer need.

Solved
Best answer February 06, 2020

Best Answers
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QuickBooks Team

Customer messages on invoices

Good afternoon, @Soulam11.

 

I'd be glad to assist you with deleting the customer message box in QuickBooks Desktop.

 

Here's how to delete customer messages on your invoices:

  1. Click on the Lists menu, then navigate to Customer and Vendor Profile Lists.
  2. Choose the Customer Message List.
  3. There are 5 default messages already listed in QuickBooks. To delete any of those messages, right-click on a message, then Delete Customer Message.

That should do it. Once you've completed the steps above, there will not be a customer message box on your invoices.

 

Please let me know if the information provided does the trick. Thank you for reaching out to the Community. Happy Thursday!

 

 

 

View solution in original post

3 Comments
Highlighted
QuickBooks Team

Customer messages on invoices

Good afternoon, @Soulam11.

 

I'd be glad to assist you with deleting the customer message box in QuickBooks Desktop.

 

Here's how to delete customer messages on your invoices:

  1. Click on the Lists menu, then navigate to Customer and Vendor Profile Lists.
  2. Choose the Customer Message List.
  3. There are 5 default messages already listed in QuickBooks. To delete any of those messages, right-click on a message, then Delete Customer Message.

That should do it. Once you've completed the steps above, there will not be a customer message box on your invoices.

 

Please let me know if the information provided does the trick. Thank you for reaching out to the Community. Happy Thursday!

 

 

 

View solution in original post

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Community Champion

Customer messages on invoices

Much like other lists, if the message record is used anywhere on a transaction, you won't be able to delete it.

 

Generally these messages are meant to be generic, like "Happy Holidays" or  "Be sure to see our monthly specials!", and not unique per invoice or customer.

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Level 1

Customer messages on invoices

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