I changed the payment instructions wording (Account and Settings > Sales > Invoice payments) but what I had before is still showing up on invoices. How do I remove it?

Hello there, whydoIneedauserid2.

Can you share if you were able to change it before? Or is there an unusual message that appears when trying to change it? Please let me know by commenting below.

While waiting for your response, we can isolate this behavior using an incognito window. This prevents your browser from storing additional cache files. Let's follow these shortcut keys:

• Google Chrome: Ctrl + Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

From there, edit the payment instructions and review changes. If it works, we go back to your regular browser and clear cache/ temporary internet files to optimize QuickBooks performance: Delete browser cache and Intuit-specific cookies. Another way is to use compatible browsers with QuickBooks Online. 

• Google Chrome: version 78 or newer
• Mozilla Firefox: version 76 or newer. 
• Microsoft Edge: version 75 or newer
• Safari: version 12 or newer (Mac only)
• Opera: version 68 or newer
• Samsung: version 10 or newer

Another way to do this is to customize the invoices before sending them to your customers. This helps you change the details from your invoice template. If you consider doing this, visit this article for more information: Learn how to personalize and add specific info to your sales forms.

To learn more about managing income and sales transactions, always feel free to utilize these resources:

• Topics about your company's income and customers.
• Invoices and payments.

Let me know if you have more concerns about changing details from the settings and managing your payments in QuickBooks. I'm here whenever you need help. 

I was able to change it before but now my last message is stuck. Clearing my cache did not work.

Thank you for the screenshot, whydoInneedauserid2.

I'll provide more information and assist you in changing the default invoice message.

You're on the right track. If you want to see the new changes to the default message on an old invoice, you must first open and edit the invoice before printing it, because the new message will only be visible on newly created invoices.

Here's how:

1. Go to the Sales menu.
2. Select the Invoices tab
3. Locate the old invoice that you want to print.
4. In the Action dropdown, choose View/Edit.
5. In the Message on invoice box, change the invoice message.
6. Once done, hit Save.
7. You can now print the invoice.

If you need assistance running, customizing, or saving financial reports, I've included the following link for future reference: Run reports in QuickBooks Online.

You're welcome to post again if you need anything else. I'll be around to help you.

The message field on my invoice is BLANK. Yet when I try to print it, the old default message I had under the payment instructions keeps appearing. I promise you the issue is not me, there is something wrong with QBO. This needs to be escalated to a programmer to resolve.

I want to help you fix your invoice message field concern, whydoIneedauserid2.

Since you've already performed the steps to possibly fixed the issue, and yet the problem continues, I'd recommend reaching out to our Technical Support Team. They have the tools to take a closer look into your account and investigate this further.

Here are the steps to contact them:

1. Go to the Help menu, then click Contact Us.
2. Type your concern in the box and tap Let's talk.
3. Choose either Get a call or Start a chat.
4. Complete the required data and submit the request.

Need help with other tasks in QBO, specifically managing invoices and payments? You can visit our Invoices and payments page for reference and a guide.

You're always welcome to post again here with any questions about QuickBooks Online. The Community is ready to help.

Hi, did you ever get this resolved? I'm having the exact same problem.

Thanks for joining the thread, @SPAW321.

We can perform basic troubleshooting steps to determine if it is a browser-related issue. This way, it can help clear some browser-related concerns. If this fixes it, we can proceed and clear the cache in the one that you're currently using. Here’s how to use a private browser:

• For Chrome, press Ctrl + Shift + N.
• For Internet Explorer or Firefox, press Ctrl + Shift + P.
• For Safari, hold down Command + Shift + N.
• Mozilla Firefox: Ctrl + Shift + P

You can refer to this article if the steps were successful: Clear cache and cookies to fix issues when using QuickBooks Online.

You can visit this article to know the specific ways to customize your reports: Common custom reports in QuickBooks Online.

I'd be happy to hear any updates after performing the steps as I want to ensure this is resolved for you. Don't hesitate to reach us again. Have a great day ahead!

Dear whydoineedauserid,

There are two places I found that I need to check to fix the standard messages that are printed on each invoice in the Messages section. (Sort of detailed instructions, in case someone needs them.)

1) Go to the Settings wheel - upper right, near the blue circle with your initial on it.

(Don't do this from within an invoice, nor whenever you are inside any other specific document)

2) Under "Your Company" - far left, Choose "Account and Settings"

3) On the menu to the far left - Choose "Sales"

Now there is a long page. There are 2 place you need to check, and if you want to change what's there, click on the angled pencil on the far upper right of the appropriate area.

          A) Look under "Invoice Payments". There is a section there a few lines down that says "Payment Instructions" in bold lettering. If you put something there when you designated payments originally, it's still there. You can take it out by editing the section (that angled pencil on the right.) If there is nothing there, it will say "No custom payment instructions added."  Be sure and press the green Save button when you're done.

          B) Look under "Messages". It also says "Default email message sent with sales forms" there. You can't see what the message is yet, but if you click on the box, you can see any standardized message (and subject line for the email, plus more). You can make your changes, and, again, remember to press the green Save button when you're done.

This worked for my problem (It was A, which I'd forgotten I set up when we started with QuickBooks).

One problem is that changes won't be applied to existing invoices, even if you edit and re-save them. Also, sometimes changes in QuickBooks won't be applied  until you log out of Quickbooks and log back in.

Hope this helps you or someone else.

Kind Regards,

Katie C. in Arizona