Hi Talia,

I am having a problem editing the email template to get rid of the unprofessional saluation 'hey' to at least 'hi' followed by the customer first name or even 'dear; followed by the full name without having to manually change it every time.

I have tried looking for the options in the cog menu, but have no option to for custom form styles - on either the desktop or mobile versions and its driing me to distraction! Can you help please?

Thanks, Darren

Hello there, Darren. I’m here to assist you in permanently changing your email template for invoices in QuickBooks Self-Employed (QBSE).

Please note that the Custom form style option found in the Cog menu is only available in QuickBooks Online (QBO) products, which is why you're not seeing it on your end.

However, you can still make changes to your email template directly on the Invoice creation page in QBSE. The format will be as follows: "Dear [Customer Name]," followed by the updates you want to include.

Here's how to do it:

1. Go to Invoices and select the Create invoice button.
2. Click on Customise and choose the Email dropdown.
3. Make the necessary changes to the email template.

Please keep in mind that any changes you make will apply to all past and future invoices.

Additionally, you can refer to this article about classifying your transactions: Categorise transactions in QuickBooks Self-Employed.

Our Community Team is always here to assist you with any inquiries you may have regarding QBSE, Darren. Have a wonderful day.