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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
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

5 Comments
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

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.

Level 1

Customer messages on invoices

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"?

Level 1

Customer messages on invoices

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.

QuickBooks Team

Customer messages on invoices

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. 

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