Question

I want to change Remitance advice default text. The default is 'Please find our remittance advice attached to this email.Thank you.Thanks for your business!'

Forum|Forum|6 years ago
January 8, 2020
13 replies
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Original commenter did not share additional details

QuickBooks Online

A

Anonymous

We can edit the email default message, gaselec.

Please follow these steps:

Click on the Gear icon.
Select Account and Settings.
Go to Sales.
In the Messages section, update the default email message sent with sales forms.
Click on Save.

Let us know if you have any questions.

G

gaselecAuthor

Thats no help I'm afraid.

That allows me to edit the message for
Invoices
Estimates
Credit note
Sales receipt
Statement
Refund receipt
There is no sales form edit for 'Remittance advice' and it is not the same text as any of the others.

Adrian_A

I appreciate you for getting back to us, gaselec.

The option to modify the default body message when sending a remittance advice isn't available. What we can do for now is manually edit the message before sending the bill payment.

I'll take note of this idea and share it to our developers. They'll analyze this one and may be added to our future updates.

If you have additional details, please let me know. I'll take if from there.

J

Jenny001

just seen below, totally agree so annoying when it says this , I have to keep deleting 'thanks for your business' I HAVE BEEN DOING THIS FOR MONTHS !

Does anyone know how to change the subject heading when you send a remittance advice in QB'S?

My automatic e mail sent from QB's says ...Bill Payment (cheque) .. hold on I am not paying by cheque I am paying by bank transfer /FPS

My suppliers know this and are ringing me and asking why have you changed to a cheque payment.

Who pays by chq any more !!!

Please help

E

EmmaM

HI Jenny001, There isn't a way in QuickBooks to change the subject header on the email that gets sent for the remittance. The only thing at the moment you can do is preview it and then use the arrow symbol to download it and then attach it to your own personal email. It's worth adding this request in the feedback tool in the cog.

J

Jasmparrett

Remittance Advice functionality really needs to be improved.

They also default to having the company payment details at the bottom too (where Intuit suggest they go on the invoice template) which then confuses people who receive them.

I do cringe as an accountant when people I have recommended QBO to come back with these problems and all I can say is Intuit are thinking it might be a good development in the future. My clients need these things sorted now.

C

cb86

I've just been searching for this also as I agree that the 'Thanks for your Business!' is unprofessional and not required.

It would also be good so that the email subject does not have (cheque) in it. In fact just having Remittance Advice from... would be much better.

A

Ashleigh1

Hell Cb86,

Welcome to the community page,

We have taken all the comments on board and will pass this straight onto our developers.

O

OnAir Soltutions

Just a +1 from me.

Unsure why you can edit all the other message texts but not Remittance Advice.

And the default text is stupid as others have noted.

We also find the default messages often get flagged as spam, but adding unique contact details and phrasing helps them look more like legitimate messages.

K

Keela Inno

Dear Quickbooks

I also think the remittance message is unproffessional and would like to change it, you mention historically that other quickbook users are wishing to change this setting.

Have you now made the updates ? I have accounts staff hours changing and wish to notify all suppliers, manually for 80 suppliers this will take time, although i know you will say copy and paste contents.

When will you be update it ?

Regards Frustrated customer

E

EmmaM

Hi Keela, There have been no changes to the default text, at the moment we do not have an update on if this will be done however we do have a product update page where we do publish forthcoming changes here

K

Karen LL

I am also having issues with the remittance advice. It is cc'ing the admin email address on our account. Does anyone know if this can be shut off. Our owner does not want a copy of the remittance sent to her every time, and I can not find the area to shut this off.

K

KathM

Has this been fixed yet so we can amend the template or is it still "something that will be looked at" sometime never?

JenoP

Hi there, KathM.

The option to edit the text in the Remittance Advice is still not available in QuickBooks Online. You'll want to manually edit the body of the email before sending it out to your clients.

We appreciate and have taken note of all the feedback and feature requests that are shared in this thread. Please continue to check QuickBooks Blog site where you can see all the latest features and updates. Here's the link: https://quickbooks.intuit.com/uk/blog/.

Let me know if you need anything else. We're always here to help.

O

OnAir Soltutions

I had a look at the blog site as suggested, and it's mostly just general articles. Is there a release notes site where we can look out for specific features and bug fixes?

L

LHarris89

I've just joined Quickbooks from Sage and I am shocked that this is not already a feature. To then discover that this has been raised as an issue since January 2020 and over a year later Intuit hasn't made this option available is unacceptable. Starting to regret our decision to move....

P

payment after leaving

Hi LHarris89 We appreciate your frustrations and the impact that this may be having on you. We will of course, again, submit a product enhancement request to our developers for their consideration and encourage you to leave feedback from within the product.

K

karensy

I love how you say you will submit this request - which numerous Quickbooks' customers have been raising for a very long time - to your 'developers for their consideration'. They are working for you. How about showing some consideration to your very frustrated Customers - who are paying you for a service which you aren't doing a very good job of supplying?

M

MVanam

Hi,

Has this been resolved? I am trying to change my remittance advice as well.

E

EmmaM

Hello LR53, The remittance text is remaining as it is for the moment, we have seen and put in requests from this thread for it to be changed to the product developers and we can add your vote as well, the more popular a request is when it's an enhancement the better in terms of it being implemented.

O

OnAir Soltutions

I have issues with bank feeds unresolved since March. Back and forth with support and all that has been achieved in 6 months is a lot of cases were closed (but not fixed).

If QBO doesn't do what you need, you're just going to have to switch to Xero or something else. Give up waiting for issues and niggles to be solved... you'll be waiting years.

G

gaselecAuthor

It appears I started this thread 2 ‎January 08, 2020

Today the text appears as

'Please find our remittance advice attached to this email.

Thank you.

Have a great day!'

It's been a while....

K

karensy

Quickbooks are utterly hopeless. Their template reply (which you've reproduced here) is impossible to amend unless you change it manually every single time - which is totally impractical.

This 'Have a nice day!' response might be adequate for an amateur or youthful organisation, but is totally inappropriate for a grown-up business

M

MVanam

I change the text to what I want and then copy it and paste with my remaining payments. It's a pain but easier than typing it each time. Sharing "feedback" is useless - they still don't make any changes.

J

JacquieT1

Completely agree with everything in this thread. Also, why do we need a signature section - the whole thing is so unprofessional. I have said we might go back to XERO - at least I could edit every document there the way I wanted it

Uneedwat

Bumping and cheering for the request!

I am facing the same issue. This is an essential feature that QB Support is claiming to be looking into since 2020 and we're not there yet unless I am severely mistaken.

The whole point of having an accounting software is to not have to use a third party or use an alternate solution to generate my remittance advice, yes?

QB team, please put in those 20-30 hours needed to correct what users report as being wrong with your software.

Thanks.