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.

How do I change the email sent to customers when their invoice is emailed?

How do I change greeting (import customer naames) in email from saying "Dear Customer" to "Dear John and Jane"?

I want to delete/edit customer massage from the list permanently because has a spelling error, please help me with that if it's possible.

Welcome to the Community, @Pari.

You're able to delete, edit, check the spelling, and make a customer message inactive in QuickBooks Desktop (QBDT). I'm here to help you how.

When a customer message is already used on a transaction, you're unable to delete it from the list. However, you can edit it to correct the spelling and/or make it inactive so that it doesn't appear on the list. Here's how:

1. Go to the Lists menu.
2. Select Customer and Vendor Profile Lists.
3. Choose the Customer Message List.
4. Find and double-click the customer message.
5. Click the Spelling button to correct the spelling error.
6. Select Replace, then OK to confirm.
7. Click the OK button once completed.

I've attached a screenshot below that shows the last four steps.

Additionally, you can create custom templates for your sales forms (i.e. invoices, sales receipts, and estimates). With this, you're able to control how they look and what information to include. To learn more about this, you can check out this article: Use and customize form templates. It also includes steps about importing, exporting, and duplicating form templates to name a few.

If you have follow-up concerns regarding customer messages in QBDT or other inquires, please let me know. I'm just around to help. Keep safe always.