Welcome to the Community, @sc18. I'm here to help you customize invoice messages in QuickBooks Online (QBO) according to your business preferences. To do this, we can go to the Custom Form Styles section and select the Content tab.
Here’s how you can do it:
Click on the Gear icon at the top right corner of the dashboard.
Under Your Company, select Custom Form Styles.
Choose the invoice style you want to personalize and click Edit.
In the customization interface, find and click on the Emails tab.
In the Message to Customer section, you can edit the messages to reflect the specific nuances of your business or the particular context of the invoice.
Once done, click Save.
Please update the message manually each time you change the invoice style, this makes sure everything looks right and matches the invoice design you've chosen.
Don't hesitate to return here if you have additional questions about customizing messages on different invoice styles, we'll be more than happy to help. Take care, and enjoy the rest of your day.
I appreciate you coming back, sc18. I'd like to clarify how invoice template messages in QuickBooks Online (QBO) work and provide you with the most current information.
Currently, updating the message on one invoice template affects all other templates, preventing you from saving unique information for each format.
With this, I recommend submitting feedback to our Product Development team to emphasize the importance of this feature for future improvements. To submit your request, please follow these steps:
Select the Gear icon, then choose Feedback.
Type in your comments or product suggestions.
Select Next to submit.
As a workaround, manually update the message each time you create and send an invoice using a different style to ensure it matches your needs.
Should you encounter any issues or have questions about customizing invoice templates in QuickBooks Online, please don't hesitate to reach out. We're here to assist you and ensure your experience is smooth and successful.
Need QuickBooks guidance?
Log in to access expert advice and community support instantly.