You can't edit the email message in the existing invoice template, sunny20. You'll have to create a new template and make the necessary changes so you can use it when sending invoices to your customers. I would be pleased to provide guidance during this procedure.
Here's what you'll need to do:
- Go to the Edit menu at the top.
- Choose Preferences.
- In the left menu, select Send Forms and go to the Company Preferences tab.
- In the Add Email Template window, enter the correct information and click Save.
If you’d like to make your invoice more personal in the future, you can refer to this article for detailed guidance and information: Use and customize form templates.
If you require help with recording invoice payments, I have a useful resource available: Record an invoice payment. It’s easy to follow, so feel free to check it out anytime.
Touch base with us here should you have a query about managing your invoices. We've got your back.
