I saved a message on my invoice for future messages but it is now replacing the messages in every invoice I open to edit or revise. This is really messing me up. Is there a way to reset that feature?

Hello there, @cocomilettimua.

In QuickBooks Self-Employed (QBSE), you only have one set of customization settings for your invoices. Once you customize, the update will apply to all of your invoices going forward. Based on your description of the issue above, it seems that you're referring to the form's email message. With this, you'll have to revise the message from the Customize section. This way, you're able to personalize the email message your customers see with their invoices every time. Here's how:

1. Sign in to QuickBooks Self-Employed in a web browser.
2. Go to the Invoices menu.
3. Click the Create invoice button. 
4. Select the Customize option above to open the customization window.
5. Choose Email.
6. In the Message field, type in your message.

You can learn more about setting up your invoice preferences through this article: Create invoices in QuickBooks Self-Employed. It provides a guide on how to turn on online payments to let your customers pay their invoices electronically.

Click the Reply button below if you have other concerns about managing invoices in QBSE or other inquiries. I'm just around to help. Take care always.

I am talking about the invoice message that I mistakenly saved "for future use", not the email message. Is there a way to clear that customization?

I am referring to the invoice message that I mistakenly saved "for future use", not the email message. Is there a way to clear this customization?

Thanks for getting back to us, @cocomilettimua.

You can manually delete the invoice message that you saved once you create an invoice. This way, it doesn't replace the message of your invoice. However, if you're referring to the message that you wrote on the invoice template, you can edit it. Let me guide you how:

1. Click the Gear Icon.
2. Select Custom From Styles.
3. From the New Style drop-down, choose Invoice. 
4. Select Content.
5. On the right side option, select the third pencil icon.
6. On the Message to customer on box, clear the message created.
7. Click Done.

You can also delete the invoice template you've created. The previous invoices in which the deleted invoice template was applied will still retain their formatting and style.

Here's how:

1. Go to the Gear icon.
2. Select Custom Form Styles. 
3. Locate the invoice template you want to delete.
4. From the ACTION column, click the drop-down arrow.
5. Choose Delete.
6. Click the Yes, delete this style option to confirm the action.

 In case you need help with utilizing your sales forms templates in QuickBooks Online as well as creating an invoice in QBSE, you can go through the resources below:

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Create an invoice in QuickBooks Self-Employed.
• What's new with QuickBooks Self-Employed Invoicing

Let me know if you're referring to something else or if there's anything else that you need. I'll make sure you're all set. Take good care!

I am also having this problem, however the solution you provide does not work. The gear icon does not lead to an option to select Custom Form Styles. All it does it allow me to adjust the settings on my Intuit account, nothing specific to invoices. This is a problem as when I save an invoice as a draft, every time I re-open the draft it reverts the message back to the default message.

You can only save one email message to your invoices, Lindles.

The system will automatically recognize the recent email message or the default one you set to an invoice as shared by my colleague, Rea_M. You'll want to manually enter the email message or enter it as notes. 

For more details on customizing and managing your invoices in QuickBooks Self Employed, you can click here. 

Keep me posted if there's anything else that you need help with. Take care and have a great day!

Why doesn't it save the invoice message I write when I save the invoice as a draft. For some dumb reason it always resorts back to the default message whenever I go in to edit the invoice. What's the point of saving a draft if it changes back to default whenever you open the draft???

Allow me to ease your confusion, @Lindles.

Once you turn on the Save as default message for future invoices option, QuickBooks Self-Employed (QBSE) will always use this message when creating a new invoice or even editing a saved draft. To get rid of it, you'll want to turn off this option so it won't show the default message when trying to view/edit your draft invoices. Here's how:

1. Go to the Invoices menu, then open the saved invoice by click Edit from the drop-down.
2. On the page, change the invoice message.
3. Then, uncheck the Save as default message for future invoices option.
4. Click Send invoice.

I'm adding this article for more guidance on managing invoices in QBSE: Create invoices in QuickBooks Self-Employed.

Just in case you want to learn how to track sales tax in QBSE, you can read through this article for more information: Learn how sales tax works in QuickBooks Self-Employed.

Please post a reply below if you have other concerns with your transactions in QuickBooks Self-Employed. I'll be more than happy to assist you again. Have a great day and take care always.