: Create an invoice as usual, and if the customer is eligible, select the option to send via text message during the final review.
Don't forget the email your customer sees. Navigate to Edit > Preferences > Send Forms to customize the subject line and message body of your invoice emails. Importing & Exporting Templates
Add or remove columns like "Unit of Measure" and rearrange their order.
You can define up to 3 custom fields (more in higher versions) for data like "Salesperson" or "Region". Set these up under Customer Settings first, then enable them in your template's header.
Quickbooks Desktop Invoice Templates Upd
: Create an invoice as usual, and if the customer is eligible, select the option to send via text message during the final review.
Don't forget the email your customer sees. Navigate to Edit > Preferences > Send Forms to customize the subject line and message body of your invoice emails. Importing & Exporting Templates quickbooks desktop invoice templates
Add or remove columns like "Unit of Measure" and rearrange their order. : Create an invoice as usual, and if
You can define up to 3 custom fields (more in higher versions) for data like "Salesperson" or "Region". Set these up under Customer Settings first, then enable them in your template's header. : Create an invoice as usual