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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
JonpriL
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Hello @finsec99,

 

Let me help share information about how your customer messages work when customizing your invoice's template.

 

You're on the right track, the text entered on the Message on Invoice field will show up in every invoice template even if you created one for every customer.

 

With this, you can consider manually creating a word document of your invoice template and import the file in QuickBooks. Here's what you need to learn when creating your invoice template: Import custom form styles for invoices or estimates.

 

Additionally, I've also included this helpful article for the different methods you can start using in accepting payments from your customers: Learn how to receive and categorize invoice payments.

 

If there's anything else that I can help you with, please let me know in the comments below. Stay safe!

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