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How can I change the default email message that is sent out with an invoice?

 
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QuickBooks Team

How can I change the default email message that is sent out with an invoice?

Thanks for contacting us, daycorpaints.

 

QuickBooks Self-Employed lets you change the default email message when sending invoices to customers. You can enter a unique message. If you don't, QuickBooks will use the defaults.

 

To do so, you'll first need to create an invoice. Then, enter the necessary information in the Email message field before sending it to your customer.

 

I'm glad to walk you through the process:

  1. Select Invoices from the left menu, then hit Create invoice.
  2. Enter your client's name, address, and email address.
  3. Decide when you want to be paid by and set the date in Due Date field.
  4. Select Add work to add the product you sold or service you performed. Enter a description of the service.
  5. Select Flat rateBy hour or By item if you're charging for a product, then enter an amount from the drop-down menu.
  6. When you're ready, select Add to invoice.
  7. Click Send invoice.
  8. Enter a unique email message.
  9. Hit Send.

You can also refer to this article: Create an invoice in QuickBooks Self-Employed for more details. It includes instructions and screenshots for your guidance with the process above.

 

Feel free to leave a comment below if there's anything else you need. I'm always here to help you out.

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