Setting-Up Messages in Quickbooks Online

Why Set Up Messages?

If you send invoices or sales receipts to your customers then you should take a few minutes to create a personalized message that will appear on the invoices and sales receipts that you send to them. This will show your customers how much you appreciate them, as well as give them any additional information they might need to pay the invoice.

How to Set Up Messages

Below are the step-by-step instructions on how to set up messages:

Messages allow you to customize the email that you send to your customers along with their invoices, sales receipts, and estimates.

QuickBooks Online Messages Window

QuickBooks gives you the option to select a Salutation and who you want the email addressed to.
Select a sales form (Invoice, Sales Receipt, or Estimate) from the drop down.
You can type the email message that you would like your customers to receive in the next field.
Select the checkbox if you want to be copied on all emails sent to your customers.
For more information on invoicing your customers and how to set terms, click here.