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July 28, 2024
Question

How do i change personal message on invoices

  • July 28, 2024
  • 1 reply
  • 3 views
Im trying to change invoice custoer message

1 reply

Moderator
July 28, 2024

Hey there, @btp2

 

You can easily update your invoice messages in QuickBooks with just a few steps. Here’s how:

 

  1. Go to Settings and select Account and settings.
  2. Click Sales.
  3. In the Messages section, select the edit (pencil ✎) icon.
  4. Check the Use greeting box, then from the drop-down menu, choose your ideal greeting.
  5. Choose Invoice in the Sales Form drop-down list.
  6. Under the Subject and Email message section, type in your personal messages.
  7. After you've made all the appropriate changes to the message, click Save and select Done.

 

After emailing the invoice to your customer, check out this guide for instructions on recording their payment: Record invoice payments in QuickBooks Online.

 

Should you have additional questions or need help with modifying the default email message, please reply below. I’ll be happy to assist!