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info2043
Level 1

Can I permanently turn off the texting of invoice feature?

 
3 Comments 3
Ivan_G
QuickBooks Team

Can I permanently turn off the texting of invoice feature?

Yes, we can switch off the text messages for invoices, info2043. I'm delighted to show you how.

 

If you mean removing the notes from the Message to customer section, let's customize your invoice template:

 

  1. Go to the Gear icon and select Custom form styles.
  2. Locate your invoice template and click Edit.
  3. Select the Footer portion of the Content tab and remove the messages from the text boxes.
    Content to Footer.png
  4. Navigate to the Emails tab and deselect the Use greeting option.
  5. Ensure that the Message to customer field is empty or erased.
    Message to Customer.png
  6. After that, hit Done to save.

 

However, if the text is from the Invoice page, it can be removed. It won't affect your invoices once you leave them blank.

Text boxes.png

 

After sending it to your customer, this section won't be visible on the customer's end as long as you've erased their content. Also, the Internal customer notes are only visible on your end. Meanwhile, the Memo on statement is only available when generating customer statements.

Anyhow, if this is about turning off the Text your customer for payment function once you Review and send an invoice, this is not an option in the program.

 

Nevertheless, if the text is related to something else, please let me know in the comments and provide additional information or screenshots. This way, I can assist you accordingly.

 

Finally, once your customers pay their outstanding invoice, we can record an invoice payment to enter the transaction. Doing so ensures accurate sales data on your books.

 

Please reply to this thread if you have more concerns with your invoices or have an update with the invoice text feature. I'm always available and ready to help you.

PBJ10
Level 5

Can I permanently turn off the texting of invoice feature?

@Ivan_G I doubt this is what @info2043 was talking about. Since the horrible new invoicing layout was forced on us, there is a very annoying banner on the top of the "Review and Send Invoice" screen that says "Text your customer for payment." 

 

Even though some users will never have any use for this feature, this banner does not go away and takes up nearly a third of the screen, causing users to constantly have to make sure the box is not checked. It's just one more unnecessary step added to our lives due to this supremely inefficient invoice "update."

 

Please add a way to REMOVE the "Text your customer for payment" feature on the Review and Send invoice page.

Erika_K
QuickBooks Team

Can I permanently turn off the texting of invoice feature?

I hear your sentiments, PBJ10. It's certainly beneficial to have the flexibility to disable the Text your customer for payment feature. This option caters to users who may not prefer or require this new functionality, offering a practical alternative that aligns with diverse business needs and preferences.

 

The ability to remove the Text your customer for payment feature on the Review and Send invoice page isn't available. In light of this, we encourage you to share your thoughts and experiences directly with our Product Development Team. By voicing your concerns and suggestions, you actively contribute to enhancing our services. Your input can lead to significant improvements that benefit not just you, but our entire user base. We're committed to providing the best possible experience for all our customers, and your feedback is a crucial part of achieving that goal.

 

Let me walk you through the process of how you can send one:

 

  1. Locate the Gear icon.
  2. Under Profile, choose Feedback.
  3. Enter your feedback suggestion.
  4. Hit the Next button.

 

You can stay up-to-date with the latest news about product enhancements by reviewing Intuit's Product Updates webpage. 

 

We appreciate your engagement and look forward to hearing your ideas on how we can make our product more effective and user-friendly, PBJ10. Let me know if you have more queries about managing the contents of your invoices page or any QuickBooks-related tasks. We're always here for you, jut drop a comment below. I'll circle back to assist you.

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