Level 1

How do you change the message on invoices emailed from QB

QuickBooks Team

Reports and accounting

I'm happy to see you here in the Community, @swilkerson1.


Changing the message on emailed invoices can be done in just a few clicks. This can be achieved by editing the message on the default invoice template on the program's Preference.


Here's how:

  1. Go to the Edit menu at the top.
  2. Select on Preferences.
  3. Hit on the Send forms menu. 
  4. Refer to the Company Preferences tab.
  5. Click on the Current Default template.
  6. Press on Edit.
  7. Change the message on the template.
  8. Tap on Save

To learn more about customizing and fixing templates issues in QuickBooks Desktop, please check out these links:

 Let me know if you need additional assistance by leaving  a reply below. I'm always here to help. Thanks for coming, and take care.