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hblenkiron
February 4, 2020
Question

Remittance slip automatic text: How to change it?? I can't seem to figure this out. I'd like to modify the text that goes out with my payment remittance slips. How?

  • February 4, 2020
  • 2 replies
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    2 replies

    A
    AndréB12
    February 4, 2020

    Hey hblenkiron,

     

    Remittance slips are a convenient way to print or save a copy of your bill payments. They provide a quick, detailed overview of all bills included in a payment, which you can easily compare to your other financial records at any time. Having these slips signed is the best way to make sure you'll always have proof of any payments you make. I'll be happy to help you use this feature to its full potential.

     

    QuickBooks Online was designed with a focus on giving you the tools to run your business as you see fit. This translates to powerful customization features, allowing you to take full control of how you present your business to your customers. Currently, custom form styles apply mainly to your sales forms. The information presented on your remittance slips is taken directly from your company settings, as well as the data entered on the bill payment itself. You can easily add any additional details in the Memo field of your bill payments to include it on the slip.

     

    If you'd like us to work on enhancing these features, please submit feedback directly to our engineers. This helps us concentrate our efforts on building up the features most important to you, and plays a large role in elevating the QuickBooks experience. 

     

    Feel free to reach out anytime you need help!

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    indster
    July 26, 2023

    The remittance slip is important when paying suppliers by EFT/ACH. Unfortunately, the remittance slip does not show the company facing email. It shows the company owner's email. Any accounts payable payment questions will be directed to him, which is extremely inconvenient, as he is very busy. We need the ability to edit the remittance slip because most companies are using EFT or ACH payments rather than cheque now.

    J
    JamesM4
    July 26, 2023

    Hello indster. Thanks for your feedback. I encourage you to send it directly to our engineers by clicking the Gear icon and looking for Feedback. New product ideas and improvements are based on the valuable feedback we get from users like you. 

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    AdminAndrea
    July 26, 2023

    QBO hasn't made the auto text on that form changeable.  When I send out my remittance advice I delete the auto-text and cut/paste into the text portion the verbiage that I want to send out to my suppliers.  I have my remittance advice text saved on my desktop.  It's a workaround but at least I can override the auto-text and send my supplies exactly what I want.  

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    indster
    July 26, 2023

    I did add a message which is in the body of the email but is not helpful if they just print the attachment.

    The form should include the company facing email, not the Company owner's email. that doesn't really make sense for doing business unless it is a very small company. 

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    AdminAndrea
    July 27, 2023

    So true!  Frustrating for sure.

     

    Could you add the company facing email to the "memo" section when creating the remittance advice?  It's an extra step but that memo prints out on the advice paperwork.    

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