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Hi all, new to QB. - Quickbooks Online version
I initially had a click around & put a custom field within the 'send email invoice summary' when I made the account.. This contains some now outdated bank details, I would like to remove this field entirely (red cross marked up in image)
I have since updated a new business bank account & have now put these details in the footer of the invoice. (green tick marked up in image)
Spent approx. 2 hours looking for the old details last night.
Hence, my question here
Thanks in advance
When I go to send the invoice to a client, it shows the old banking details in the email summary. Any ideas where I can find this hidden field & remove it?
I can help you with editing or removing the payment details of the invoices, @1nkd.
You can go to the Content tab of the template that you're using for your invoice to edit the business bank account and payment details in the footer of the invoice.
Follow the steps below:
Please visit this customize invoices, estimates, and sales receipts in QuickBooks Online article. It contains detailed instructions about personalizing custom templates.
This article will help you fix the error you'll encounter when customizing your templates in QBO: Fix common issues when you use and customize templates.
You may also find these video tutorials helpful in getting started with QuickBooks Online: Video tutorials for QuickBooks Online.
I'm still with you if you have more questions about your invoices and or any other concerns for QuickBooks Online. Take care and have a great rest of the day!
Hi @MJoy_D
Thanks for the reply,
I am able to access and modify this part of the custom form style;
However, there is still a text field that only shows on the 'send invoice email' preview.
This text is not located in the 'custom form style' within the 'body' or 'footer' location
I had set this text information on a trial account to the QB software, where it may be possible that I had additional menus available to me at the time, which have now been removed on the QB - Online version
See additional attached image;
Will further look through your video links provided now & respond accordingly if I find a solution :)
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