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Sisonnn
Level 2

How can I have my customer message when sending invoices to auto populate?

 I dont want to enter it everytime i create invoices.

3 Comments 3
ZuzieG
QuickBooks Team

How can I have my customer message when sending invoices to auto populate?

Hello there, Aboo38473yw. It's great to have you here in the Community!

 

Could you clarify where the customer message appears on the invoice? There are two ways to send messages to customers; using invoice notes and email messages helps avoid manual entry.

 

If this is what you mean, here are the steps to follow:

 

  1. Go to the Gear Icon, and select the Custom form styles.
  2. Click the Content and scroll down. Tap the third box.
  3. Next, you can see the Message to customer on.
  4. You can now enter your customer's message.
  5. Hit done.
  6. Once done, check the invoice.

cus1.png

cussss2.png

cuszzz3.png

 

Alternatively, you can modify the message sent to customers in the email.

 

Here's how by the following:

  1. Go to the Gear Icon, and select the Custom form styles.
  2. Click the Emails.
  3. Next, you can see the Message to customer on.
  4. You can now enter your customer's message.
  5. Hit done.

cuzzzaaaa4.png

Additionally, you can also customize other features in QuickBooks, such as sales forms. For guidance, you can check this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Furthermore, you can receive and record invoice payments, including full and partial payments, as well as edit or delete these payments check this article: Record invoice payments.

 

To further enhance your QuickBooks experience, our QuickBooks Live Expert Assisted team can guide you on best practices for managing your invoice or here in QuickBooks Online effectively.

 

If you have any more concerns about the invoice message in your QuickBooks Online account, please don’t hesitate to reply. Have a great day!

Sisonnn
Level 2

How can I have my customer message when sending invoices to auto populate?

Thank you

NerbynMaeI
QuickBooks Team

How can I have my customer message when sending invoices to auto populate?

You're welcome, Sisonnn.
 

We're delighted to hear that the guidance offered by my colleague @ZuzieG  helped you with your concern. Please be assured that our highest priority is to assist and provide effective solutions for our valued customers.

 

If you have any inquiries about sending invoices to your customers in QuickBooks, feel free to visit and share your concerns with us. We're committed to addressing them promptly.

 

Take care and wishing you a great day ahead!

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