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In QuickBooks Self-Employed, the ability to customize email messages for invoices isn't as detailed compared to QuickBooks Online, judygball. This is due to the distinct platforms each version uses, which handle customization differently.
To customize the email when sending an invoice in QBSE, follow these steps:
- Go to the left navigation panel and select Invoices.
- Select or create an invoice and scroll down in the Message option.
- Click the box beside the Save as default message for future invoices to be default.
- Click Send.
For additional information on managing invoices in QBSE, refer to this article: Create invoices in QuickBooks Self-Employed.
You'll want to check the Categorise transactions in QuickBooks Self-Employed. This linked article will help you understand which category to choose for specific transactions.
If you have further questions about invoices or other aspects of QBSE, don't hesitate to reach out. I'm here to lend a hand. Stay safe.