Easy Tech TutsHow to Add a Message to Customer and Footer Text on an Invoice in QuickBooks Online Easily 2026
By Impran M N
A short thank-you note or a clear footer disclaimer can go a long way in how professional your invoices feel to clients. This guide covers adding personalized customer messages and footer text through QuickBooks Online's Custom Form Styles console. It's for business owners who want their billing communication to feel intentional, not generic.
01Open Custom Form Styles
Click the Gear icon, then select Custom Form Styles to open your template console.
02Edit your invoice template
Click Edit next to your default template, or start a new style specifically for invoices.
03Open the Content tab
Move to the Content tab and click into the bottom section block of the interactive invoice preview.
04Add the customer message
Type your personalized note into the Message to Customer field so it appears near the top of the invoice.
05Add footer text and save
Enter your business terms, late fee disclaimers, or bank wire info into the Footer Text field, review the live PDF preview, then click Done to save.
Frequently asked questions
Will this message appear on every invoice going forward?
Yes, once saved as part of your default template, the message and footer text carry forward to all future invoices using that style.
Can I customize the message per individual invoice?
Yes, you can still edit the message field on a specific invoice even after setting a template default.
What kind of information belongs in the footer?
Common footer content includes payment terms, late fee policies, warranty notes, or wire transfer instructions.
How do I check how the text will actually look to my client?
Use the live PDF preview window in the Custom Form Styles editor to see exactly how your sentences wrap on the page.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
