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surfersteve1970
September 2, 2021
Solved

Payment reminders email body text - Save as template

  • September 2, 2021
  • 1 reply
  • 0 views

When payment reminders are created there seems to be the ability to amend the 'Email body' text from the wording set by QB from:

 

'We're sending a reminder to let you know that invoice [Invoice No.] has not been paid. If you already paid this invoice or have any questions, let us know!


Kind regards'

. 

But I can see no way of saving the amended wording as a template for future use, from searching the forum other users have raised this as an issue multiple times and a very long time ago, yet this issue is still outstanding.

 

Is there a way to save the wording we wish to use in the payment reminder as a template rather than having to re-type or copy and paste the information each time?

 

If there is no way to save the 'Email body' wording as a template for future use I would like to know if this is scheduled to be fixed and if so what the timescale for this is, if it is not going to be fixed and a timescale is not allocated I would like to raise this as an official complaint. 

Best answer by Jen_D

Thanks for the reply and the reply.

 

I would like to amend the default wording in the 'Body' text box when I receive a payment on an invoice etc... but I would like to amend the 'Body' text wording at the template level rather than having to amend it for each individual email that is sent to customers, currently, the wording reads:

 

'Please find our payment receipt attached to this email.

 

Thank you.

 

Have a great day,.....'

 

I'd just like to amend the above so that our users of QB don't have to remember to retype or copy and paste in the email message we wish to send our customers as the 'Body' of the email. 

 

Thanks again


It's nice to see you here, @surfersteve1970.

 

Thanks for updating this thread and sharing your concern with the QuickBooks Support page. 

 

The information on the payment receipt is currently not editable within QuickBooks. This is a default messaging when you receive payments from customers.


 

Please know that you can share your suggestion within the program. Follow the steps below:

 

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  3. Once done, press Next to send it.

 

Our product engineers working internally with product enhancements to make QuickBooks more efficient to use.

 

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1 reply

A
Ashleigh1
September 2, 2021

Hello Surfersteve1970, 

 

Welcome to the Community page, 

 

If you go to the main cog wheel top right hand side > click on account and settings> then click on sales > scroll down to reminders> click the drop down arrow on default email message for invoices> amend the message in email message section > save > done 

 

 

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    surfersteve1970Author
    September 8, 2021

    Thanks for the reply and the answer, sadly I think I typed the wrong issue up as the issue I have is with the email body text in the 'Receive payment' email. I realise that I can amend the 'Body' in each individual payment receipt, but I would like to amend the template so that each new 'Receive payment' email defaults our own saved email body template.

     

    If you could let me know how to do this I'd appreciate pointing in the right direction. 

     

    Thanks

    G
    GeorgiaC
    September 8, 2021

    Hi surfersteve1970, thanks for getting back to us - can I confirm if it's the email body of the 'payment receipt' that you're trying to amend - you can access this by clicking on 'receive payment' against the invoice > save and send. 

     

    Thanks 🙇‍♀️

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