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March 22, 2025
Question

How can I edit the text and return email that goes out on the remittance advice and then save it so that it always goes out with the same information

  • March 22, 2025
  • 1 reply
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1 reply

MsNorthPND18
March 22, 2025

Sending emails with QuickBooks Online (QBO) remittance advice is important for your business efficiency and customer communication, Dana54. I'm here to share insights and guidance to help you manage this effectively.

 

If you send a remittance slip to a supplier with no email address, you'll be prompted to enter one. You can save this email to the supplier's contact card by checking the saved email addresses for future use box. While you can't modify and save the default body message for remittance advice, you can only manually edit it before sending each bill payment.

 

Additionally, you can check this article to learn how to use custom fields for suppliers and expenses in QuickBooks Online: Use custom fields for suppliers and expenses in QuickBooks Online Advanced.

 

The Community is always here to support you with any QBO-related help or queries. I'm just one click away. Take care always.