How do I update the template message on invoices for self-employed?

I've got you covered, @lltraylor.

I can help you update the template message on QuickBooks Self-Employed (QBSE) invoices.

To start with, if you want to change or update the message on the invoice that is sent via email, you can customize it in the email section for the message displayed on every invoice you send.

Here's how:

1. Go to the left navigation panel and select Invoices.
2. Select or create an invoice and click the Customize button or Gear icon.
3. Select the Email section and edit or update the message.
4. Once done, select Save.

You can also refer to the screenshot provided below for visual guidance:

However, if you're referring to the exact invoice message, you can manually update or edit the Note to Customer field in the invoice.

I've also added an article on how to review and download transactions: Export transactions and get reports.

If you have any concerns about template messages on invoices, please tag me in the comment section, @lltraylor. I'll assist you in any way possible.

Hi- Thanks for the info. I guess what I am actually trying to change is the message it sends when I am sending a reminder. There is the same message every time, but I would like that to be different. I don't like having to manually change it each time. What is sends is not what is in the customization window. Screenshots below.

Second screenshot of what it shows under customization, which is different from what shows up when sending the reminder.

Ensuring that your invoice template is well-managed is crucial for maintaining an efficient and effective business workflow, lltraylor. Keeping your invoicing documents organized and up to date can help streamline your financial processes, improve accuracy, and enhance overall productivity.

Currently, changing the reminder message on your invoice without manual intervention is unavailable in QuickBooks Self-employed (QBSE). In the meantime, I recommend sending feedback to our Product Engineers. This way, they can review your suggestion and consider adding it in future updates.

In QuickBooks Self-employed, users can send suggestions from the Assistant icon. However, this feature on the web version is currently unavailable.

For now, you can submit your product ideas using the QBSE app. Here's how you can send your feedback:

1. In your QBSE application, tap on the Assistant icon at the bottom.
2. Type feedback in the field.
3. Choose Add a feature.
4. Enter and send your product suggestions.

Moreover, I'm adding this article as your reference for entering expense receipts into QBSE: Record or attach expense receipts in QuickBooks Self-Employed.

Your ideas and input are appreciated, lltraylor. We value your initiative in bringing these concerns to us. If you have any QuickBooks Self-employed queries, comment below. Our dedicated team is readily available to provide assistance and support whenever needed. We are committed to ensuring a smooth and seamless payroll experience for all.