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Happy J
Level 1

Using QuickBooks Online for Small Business, can you create invoice templates based on the service offering where the customer message is specific to the service?

I am looking to create three templates that I can choose from when creating an invoice.

1 Comment 1
MsNorthPND18
QuickBooks Team

Using QuickBooks Online for Small Business, can you create invoice templates based on the service offering where the customer message is specific to the service?

We recommend sharing your feedback with our product development team, as creating invoice template by service is unavailable, Happy J.

 

Here’s how:

 

  1. Go to the Gear icon located at the top-right corner of your screen.
  2. Under the Profile section, select Feedback.
  3. Type in your suggestions and then click on Next.

 

For now, you can manually enter your message in the Note to Customer section of the invoice form or in the Message to Customer field under the invoice template.

 

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If you need further assistance or have any questions about creating invoice templates or other QBO-related activities, kindly leave a reply below. I'm available around the clock to help you.

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