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Level 2

Can you set up a default customer message for invoices?

Is there an option to select a particular customer message as the default message so it always prints on invoices without having to select one every time?

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Best answer December 10, 2018

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Highlighted
Level 8

Can you set up a default customer message for invoices?

No, it has to be selected on each invoice unless you edit your template and add a text box with the message.

View solution in original post

17 Comments 17
Highlighted
Level 8

Can you set up a default customer message for invoices?

No, it has to be selected on each invoice unless you edit your template and add a text box with the message.

View solution in original post

Highlighted
Level 2

Can you set up a default customer message for invoices?

Bummer. Thanks!
Highlighted
Level 1

Can you set up a default customer message for invoices?

But that is really easy to do.... to add a text box on your template.
Highlighted
Level 1

Can you set up a default customer message for invoices?

I'm really disappointed that it is not possible to set up a default message.   As much as this software costs, it has ridiculous limits.  Just venting.
Highlighted
Level 1

Can you set up a default customer message for invoices?

It is possible. Go to your template and add a text box. It will always be there on your invoice then.
Highlighted
Level 1

Can you set up a default customer message for invoices?

Yes you can.  Click on +Invoice, Settings (gear), click 'customize what your customers see', Content, then click on bottom section and type your message.
Highlighted
Level 15

Can you set up a default customer message for invoices?

"Customer Message" is Defined as a List of things to select from. "Text Box" = Something that is the Same all the time. You use the right function, to get what you want.
Highlighted
Level 1

Can you set up a default customer message for invoices?

I would like to add a longer customer message that I can customize.  This is possible in online but not desktop. I customized the data layout to make plenty of room for my message but on the input screen it won't allow any formatting.  Can you think of a workaround to populate a data field in the footer that I can edit slightly with each invoice - that is 1000 characters

thanks!

Highlighted
Moderator

Can you set up a default customer message for invoices?

Hi @Karen Pullano!

 

Currently, there isn't an option to customize your message up to 1000 characters for your customer's invoice.

 

In the meantime, you can integrate a third party app so you can manually customize a template and add your message for your customer's invoice.

 

In addition, I'll pass along your request to our product developers. This way, they'll know your need for a customizable message field for your customer's invoice.

 

Lastly, you can also visit our QuickBooks Resource Center so you'll be updated with all the new features released in our software.

 

As always, you can visit our Help Articles page for QuickBooks Desktop if in case you need to learn some "How do I" steps.

 

It'll be always my pleasure to help if you have any other questions. I'll be keeping an eye for your response.

Highlighted
Level 1

Can you set up a default customer message for invoices?

My quickbooks version from 12 years ago did this, now with 2019 I have to add it every time !!!!!!

That's not cool... Why did that ever change ????

Highlighted
QuickBooks Team

Can you set up a default customer message for invoices?

Thanks for sharing your concern here in the Community, @JonD777.

 

I can walk you through on how to add a template to your invoice. This way, you'll have an option to select which of them are you going to use. Let me show you how:

 

  1. Go to Edit and select Preferences.
  2. Click Send Forms.
  3. Select Company Preferences.
  4. Click Add Template or the Edit button, then edit the default customer message.
  5. Select Save.

 

Once done, you can select the template you want to use when sending an invoice to your customers.

 

You can also run the Open Invoices report to check for pending invoices that you need to send to your customers. Here's how:

 

  1. Go to Reports and select Customers & Receivables.
  2. Click Open Invoices. (You can also Customize this report to easily locate a specific open invoices.)

 

You can always post here if you have more questions about modifying your invoices or templates. QuickBooks Community is always ready to provide you assistance.

Highlighted
Level 2

Can you set up a default customer message for invoices?

I too want this option. Everyone suggests adding a static text box, which is not the same as being able to select a default. Periodically, you'll want to be able to change an individual invoice from the default using the drop down box. A static box on the invoice template will not allow this. 

Highlighted
Level 1

Can you set up a default customer message for invoices?

I have the Online version of Quickbooks. Where are the Edit and Preferences options you mentioned in Step 1 above?

Highlighted
QuickBooks Team

Can you set up a default customer message for invoices?

Hi, @Zorro325.

 

Since you're using QuickBooks Online and the steps provided above is for QuickBooks Desktop, I'll be glad to walk you through the steps in adding an invoice template in QBO.

 

Here's how:

 

  1. Click the Gear icon in the upper right corner.
  2. Under Your Company, select Custom Form Styles.
  3. To create a new template, click the New style button in the upper right-hand corner.
  4. Select Invoice.
  5. Click the Design tab to edit the template name, logo, color, font, and margins.
  6. Click the Content tab to customize the header, body, and footer of the invoice template.
  7. Hit Done when finished.

 

Here's an article for detailed instruction: Customize invoices, estimates, and sales receipts in QuickBooks Online. It also provides information on personalizing your invoice.

 

Also, you can import custom form styles for invoices or estimates. Just make sure that's it's correctly mapped before importing. You can download the recommended sample format here.

 

You can also check these articles for your future reference while working with invoices:

 

 

Drop me a comment below if you have any other questions about adding an invoice template or any QuickBooks concerns. I'll be happy to help you out. Stay safe.

Highlighted
Level 1

Can you set up a default customer message for invoices?

THIS WORKS!!! Thank you!

Highlighted
Level 1

Can you set up a default customer message for invoices?

Can anyone help me remove the customer message box from showing as an option in the invoice screen?? Its right above memo and annoying 

Highlighted
Moderator

Can you set up a default customer message for invoices?

Hello there, garrison.

 

The option to remove the Message on invoice field isn't available. This field helps you enter a note for your customers. However, if you didn't enter any on this box, it will not show on your customer's end.

 

As a workaround, you can import your invoice template without the Message on invoice field.

 

I've added this article for more information of the process: Import custom form styles for invoices or estimates.

 

Feel free to reach us back by clicking the Reply button if you need help in importing a template. Have a good one!

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