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Replying to:
Rasa-LilaM
QuickBooks Team

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Welcome to this thread, @mainenurse.


Yes, you can add your own verbiage for the collectin letters. To add the message, simply go to the Sales menu.


With just a few clicks you can accomplish this in QBO. Here’s how:

 

  1. Go to the Gear icon at the top and choose Account and Settings under Your Company.
  2. Tap the Sales menu on the left panel.
  3. If you want to change the verbiage for the invoice reminders, click the Pencil icon for Reminders to expand the window.
    mes1.pngmes.png
  4. In the Email message section, enter your preferred message and then hit Save and Done.

To edit the information displayed in the statement:

 

  1. Go to the Gear icon at the top and choose Account and Settings under Your Company.
  2. Tap the Sales menu on the left panel.
  3. Click the Pencil icon for Messages and tap the drop-down for Sales form to select Statement.
    mes2.png
  4. In the Email message section, key in the new verbiage.
  5. Press Save and Done.

To add brand and personalize your sales forms, check out the Customize invoices, estimates, and sales receipts in QuickBooks Online article. It also contains instructions on where to change the email message.


Reach out to me if you have any questions or concerns. I’ll be right here to answer them for you. Enjoy the rest of the day.

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