Mark_R
Moderator

Manage Customers and income

Welcome back, @T190.

 

Yes, QuickBooks allows you to add URLs in your invoice email message template. To do so, you can follow the steps below:

 

  1. Sign in to your QuickBooks Online (QBO) account.
  2. Click the Gear icon, then select Custom form styles.
  3. Select the invoice template you want to edit and click Edit under the Action column.
  4. Go to the Emails tab.
  5. In the Message to customer field, enter your message and add the URL.
  6. Click Done.

 

I'm adding this article to learn more about customising sales forms in QBO: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

You may also want to view all your sales transactions in QBO. You can go to the Sales menu and select All Sales. This will give you a great view of the status of sales transactions, open invoices, and paid invoices. 

 

Our doors are always open to help you again if you have any other concerns or follow-up questions on managing email messages for invoices. Have a great day ahead!

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