HOW CAN I ADD A MEMO TO ALL OUTGOING INVOICES

You can modify your template to include a memo and use it for future invoices, Kimberly.

Although QuickBooks Online doesn’t offer a direct way to automatically add a memo to all invoices, it allows you to customize sales forms to reflect your brand and preferences. Once set up, you can assign this template as the default for your transactions.

To create a template with a Memo message added, follow the steps outlined below:

1. Go to the Gear icon and select Customer form styles.
2. Open the New style drop-down arrow and choose Invoices.
3. Personalize the form's appearance by adjusting the Design elements.
4. Use the Content tab to add your Memo to the invoice.
5. Click Done.

To know more about how to customize templates or sales forms you send to your customer, check this out for more details: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online.

If you need assistance creating templates for your business, we are here to ensure everything looks the way you want. Please let us know if you have any questions.