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In Multiple Create Invoicing Can I add Message On Invoice? or Is there a way to Set up A default Message on Invoice?

 
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Best answer April 22, 2020

Best Answers
QuickBooks Team

In Multiple Create Invoicing Can I add Message On Invoice? or Is there a way to Set up A default Message on Invoice?

Thanks for posting to the Community, @jane36.

 

Yes, you can set up a default message by creating a customized form and use it as a default form for your invoices. It enables you to include a message on the Footer section of the Invoice.

 

Here's how:

  1. Go to the Gear ⚙ icon and then select Custom Form Styles.
  2. Click New Style, then select Invoices.
  3. Select the Content tab.
  4. Click the Pencil✎ icon on the Footer section.
  5. Hit Done.
    1.PNG

Once done, set it as a default invoice form by clicking the drop-down arrow on the Action column.

 

Well done! You successfully set up your default message.

 

You can also add a default email message on invoices as well as with other sales forms. You can utilize the Gear icon and set up the  Message section under the Sales setting in Account and Settings.

 

Let me show you how:

  1. Go to Gear  on the top right.
  2. Select Account and Settings.
  3. Choose the Sales setting.
  4. Click the Pencil ✎ icon in the Message section.
  5. Click Save.

You can refer to this article for more details on how to send invoices by batch and resend invoices: Send an invoice.

 

Just in case you wanted to enhance the invoice appearance when you send it to your customers, you can refer to this article: Add, customize, or remove logos on sales forms.
 

Please let me know if you have further questions. I'll keep my notifications open. Stay safe and healthy!

View solution in original post

1 Comment
QuickBooks Team

In Multiple Create Invoicing Can I add Message On Invoice? or Is there a way to Set up A default Message on Invoice?

Thanks for posting to the Community, @jane36.

 

Yes, you can set up a default message by creating a customized form and use it as a default form for your invoices. It enables you to include a message on the Footer section of the Invoice.

 

Here's how:

  1. Go to the Gear ⚙ icon and then select Custom Form Styles.
  2. Click New Style, then select Invoices.
  3. Select the Content tab.
  4. Click the Pencil✎ icon on the Footer section.
  5. Hit Done.
    1.PNG

Once done, set it as a default invoice form by clicking the drop-down arrow on the Action column.

 

Well done! You successfully set up your default message.

 

You can also add a default email message on invoices as well as with other sales forms. You can utilize the Gear icon and set up the  Message section under the Sales setting in Account and Settings.

 

Let me show you how:

  1. Go to Gear  on the top right.
  2. Select Account and Settings.
  3. Choose the Sales setting.
  4. Click the Pencil ✎ icon in the Message section.
  5. Click Save.

You can refer to this article for more details on how to send invoices by batch and resend invoices: Send an invoice.

 

Just in case you wanted to enhance the invoice appearance when you send it to your customers, you can refer to this article: Add, customize, or remove logos on sales forms.
 

Please let me know if you have further questions. I'll keep my notifications open. Stay safe and healthy!

View solution in original post

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