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July 23, 2024
Question

HelloCan we change the default text for a remittance advice email? The email text is not suitable "Have a nice day" How can we change and set alternate default text?

  • July 23, 2024
  • 1 reply
  • 0 views
Thank you, Jacquie

1 reply

Candice C
July 23, 2024

Good morning, @finance-dws-dwsl.

 

It's great to see a new face here in the Community! 

 

Have you tired the following steps listed on this guide to change the message? 

 

How to set up or change customer messages in QBO

 

I'll be waiting for your response! 

November 18, 2024

I cannot find where I can change this for a remittance advice, I can only see one for Purchase Orders, there doesn't seem to be a drop down.

November 18, 2024

Thank you for joining this thread and inquiring about modifying the remittance advice email template. We greatly appreciate your patience as we work to address your question. I noticed you posted this query in the QuickBooks US Community. However, it appears the remittance advice feature you're inquiring about is specific to QuickBooks Online UK. I want to tailor our assistance to ensure you receive the most accurate and relevant information.

 

Currently, the option to edit the desired text for remittance advice is unavailable. We recommend submitting feedback to our Product Development team to emphasize the importance of this feature for future improvements. To submit your request, please follow these steps:

 

  1. Select the Gear icon, then choose Feedback.

  2. Type in your comments or product suggestions.
  3. Select Next to submit.

 

For additional information about setting up default email for sales forms, check out this article: How to set up or change customer messages in QuickBooks Online.

 

We truly value your feedback and engagement with the QuickBooks Community. If you have any other questions about managing remittance advice or any other QuickBooks-related concerns, please don't hesitate to let us know. We're here to help and provide you with the necessary information.