Thank you for bringing this to our attention, Oates. I would like to clarify about customizing invoices like saving payment information that won't appear in your QBSE app.
Currently, any customizations made to invoices through a web browser, particularly those including saved payment information, will not be visible in the QuickBooks app.
As a workaround, I suggest signing in to your QuickBooks Self-Employed using a supported browser on your mobile device and using it to customize your invoices. By doing so, this method ensures that your invoice changes are saved correctly and reflected consistently across all platforms, even on different devices.
Moreover, I'm adding this resource to help you categorise the transactions you download from your bank: Categorise transactions in QuickBooks Self-Employed.
Our goal is to ensure that your experience managing finances with QuickBooks is as seamless and efficient as possible. Please feel free to reach out with any additional questions regarding your invoice customization. We are here to help and ready to assist you at any time. Wishing you a prosperous financial year ahead!
