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Michelle58
Level 1

How do I add a note to all customers invoices/ statements.

I need to add a Title of Retention note to our invoices/statements and some other notes about Christmas hours etc. How do I do this. I don't want to do it individually, I want to type it once and for it to come up on all invoices/statements then automatically.

Solved
Best answer September 26, 2019

Best Answers
Non profit
Level 2

How do I add a note to all customers invoices/ statements.

Hello there, Michelle.

There's an easy way of adding notes to invoices or statements.

You can add this as a footer in where there are two places where you can put in a customer message, as default.

Let me show you how:

  1. Click on the Gear icon at the top, then Custom Form Styles.
  2. Choose New style or choose the type of transaction you want to customize.
  3. Click on Content.
  4. Click the boxes under Invoices and other sales forms or Add payment details and footer to enter any information.
  5. Save changes.

Attached is a screenshot so you can see exactly what I'm referring to.

Other option is import your custom form style.

Please let me know if you're able to edit the template after trying the steps. Thank you!

View solution in original post

8 Comments 8
Non profit
Level 2

How do I add a note to all customers invoices/ statements.

Hello there, Michelle.

There's an easy way of adding notes to invoices or statements.

You can add this as a footer in where there are two places where you can put in a customer message, as default.

Let me show you how:

  1. Click on the Gear icon at the top, then Custom Form Styles.
  2. Choose New style or choose the type of transaction you want to customize.
  3. Click on Content.
  4. Click the boxes under Invoices and other sales forms or Add payment details and footer to enter any information.
  5. Save changes.

Attached is a screenshot so you can see exactly what I'm referring to.

Other option is import your custom form style.

Please let me know if you're able to edit the template after trying the steps. Thank you!

Anonymous
Not applicable

How do I add a note to all customers invoices/ statements.

worked for invoices, not for statements
Welcome2018
Level 1

How do I add a note to all customers invoices/ statements.

I’m a customer I use intuit 

how can I place notes for each invoice produced.

 

I Fill about a page in notes per invoice 

Ryan_M
Moderator

How do I add a note to all customers invoices/ statements.

Hi @Welcome2018,

 

You can set a default footer message for invoices in QuickBooks Online (QBO), so you no longer need to enter it manually.

 

Let me show you how:

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Click the Sales tab.
  4. Tap the Messages section.
  5. Change the default message in the Email message box if you want.
  6. Under Sales form, choose Invoices and other sales forms. You can then type in the notes you want to appear on the footer. 
  7. Hit Save, then Done.

You have the option to create and upload custom form styles in QBO. Take a look at this article for the steps: Import custom form styles for invoices or estimates

 

Tag me in a comment below if you have other questions about sales forms in QBO. I'll get back to you as soon as I can. 

StJohns248
Level 1

How do I add a note to all customers invoices/ statements.

This does not add to statements.  I believe there are several of us trying to figure out how to add a message to a statement.  Non-Profits would need this especially at year-end


@Ryan_M wrote:

Hi @Welcome2018,

 

You can set a default footer message for invoices in QuickBooks Online (QBO), so you no longer need to enter it manually.

 

Let me show you how:

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Click the Sales tab.
  4. Tap the Messages section.
  5. Change the default message in the Email message box if you want.
  6. Under Sales form, choose Invoices and other sales forms. You can then type in the notes you want to appear on the footer. 
  7. Hit Save, then Done.

You have the option to create and upload custom form styles in QBO. Take a look at this article for the steps: Import custom form styles for invoices or estimates

 

Tag me in a comment below if you have other questions about sales forms in QBO. I'll get back to you as soon as I can. 



when they need to do a transaction statement for donors and there needs to be a note about no goods or services were provided for their monetary donation.

StJohns248
Level 1

How do I add a note to all customers invoices/ statements.

This does not add to statements, only invoices.  For Non-Profits it is important that a message be added at the bottom of a transaction statement for year end mailings stating that there was no goods or services received in exchange for their monetary donation.

katherinejoyceO
QuickBooks Team

How do I add a note to all customers invoices/ statements.

Thanks for sharing your thoughts, @StJohns248. I understand the need to add notes to a statement. I appreciate your valued inputs. 

 

I'd be glad to share this request with our developers so others would benefit as well. In the meantime, I'm encouraging you to submit your suggestions by going to the gear icon and selecting Feedback

 

For future reference, visit our Global Help Articles to get more ideas and tips in managing your customers and income. 

 

Feel free to keep in touch if you have additional concerns and recommendations. I'll be happy to listen and help. 

Flick1
Level 2

How do I add a note to all customers invoices/ statements.

I figured this out.  The method listed didn't work for me.

 

I went to settings (gear icon) -> custom forms and styles -> edit

 

then click content

 

click on the pencil in the lower-right of the sample invoice image

 

Then you have "add payment details and footer" as an option on the left