Wondering how to change the subject and body content that accompany invoices sent from Novi?  

In QuickBooks, follow these steps to edit the message settings and verbiage:

  • Click on the big gear settings icon in the upper right corner
  • Select "Account and Settings"
  • Select the Sales tab on the left toolbar
  • In the Messages section, click on "Default email message sent with sales forms"

QuickBooks Settings:

Edit the Default Email Message Sent with Sales Forms:

  • You can also edit the verbiage for reminder emails. This is located directly under the Messages section (from above).

Edit the Default Email Message Sent with Reminders

Please note that previously sent invoices will retain the default message that it was originally sent with.

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