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How can I change the content of the automatic emails that accompany invoices?They seem to be geared to small transactions....... 'review and pay'....

Forum|Forum|5 years ago
August 17, 2020
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QuickBooks Online

Best answer by Rea_M

Let me share details about managing the automatic Review and Pay message when emailing your invoices in QuickBooks Online (QBO), @richard91. This way, you'll be able to determine the possibility of switching it off and handles your sales transactions accordingly.

You can either select the HTML or Plain text option in the Additional email options for invoices section from the Account and Settings page. With this, the automatic Review and Pay message will be removed when you send the invoice email to your customer. Let me guide you how.

Go to the Gear icon.
Select Account and settings.
Go to the Sales menu.
Click anywhere on the Online delivery section to open its content.
In the Additional email options for invoices field, select either the HTML or Plain text option.
Click the Save button.

I've attached screenshots below for your reference.

In QBO, you're able to effectively manage your open invoices and overdue payments to keep your account updated. With this, I'd recommend pulling up the Open Invoices report. Just go to the Who owes you section from the Report menu's Standard tab.

I'm also adding this article to learn more about tracking your invoices in QBO: Review Open Invoices and Send Payment Reminders. It also provides details about sending payment reminders and balances forward statements to your customers.

Please let me know if you have other concerns. I'm just around to help. Take care always.

MJoy_D

Let me help you edit the content of the automatic emails, @richard91.

You can go to the Emails section in your custom form styles to personalize the message your customers see when they receive their invoice. Here's how:

Go to the Gear icon and select Custom for styles.
Click the Edit drop-down of the template that you're using.
Choose Emails.

From here, you can set how your invoice appears in emails and preview them right away.

To find all the ways you can customize invoices and email messages, I recommend checking out the following article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

You can also refer to the following article on how to add, customize, or remove logos on sales forms.

I'll be right here if you need anything else. Have a nice day!

R

richard91Author

This enables you to change the words on the email. What it doesn't seem to allow you to alter are the messages inserted automatically by Quickbooks. For our customers, it is entirely inappropriate to have an automatic message that says 'Review and Pay'. How do I switch these messages off please?

R

Rea_MAnswer

Let me share details about managing the automatic Review and Pay message when emailing your invoices in QuickBooks Online (QBO), @richard91. This way, you'll be able to determine the possibility of switching it off and handles your sales transactions accordingly.

You can either select the HTML or Plain text option in the Additional email options for invoices section from the Account and Settings page. With this, the automatic Review and Pay message will be removed when you send the invoice email to your customer. Let me guide you how.

Go to the Gear icon.
Select Account and settings.
Go to the Sales menu.
Click anywhere on the Online delivery section to open its content.
In the Additional email options for invoices field, select either the HTML or Plain text option.
Click the Save button.

I've attached screenshots below for your reference.

In QBO, you're able to effectively manage your open invoices and overdue payments to keep your account updated. With this, I'd recommend pulling up the Open Invoices report. Just go to the Who owes you section from the Report menu's Standard tab.

I'm also adding this article to learn more about tracking your invoices in QBO: Review Open Invoices and Send Payment Reminders. It also provides details about sending payment reminders and balances forward statements to your customers.

Please let me know if you have other concerns. I'm just around to help. Take care always.

M

MirnaR

I am recently signed up for QuickBooks Payments and when I select either the HTML or Plain text option I can't see the payments options when I edit an invoice. Is this an error or there are something else that I need to turn on? I appreciate your support.

C

ChristineJoieR

Hi there, @MirnaR.

I appreciate you following the steps outlined above by my colleague. I'm here to assist you in resolving the problem you encountered in QuickBooks Payments.

If you select HTML or Plain text as the Online delivery option, the payment option within the invoice will be removed. To make the Online Payment option visible within your invoice, repeat the steps and change it to Online Invoice.

After that, you can move on to the next task of paying invoices.

Alternatively, if you need to adjust your payment terms to fit the pace of your business, feel free to visit this article for your guide: How to Adjust Invoice Payment Terms in QuickBooks Online.

Please post a reply below if you have other concerns with your transactions in QuickBooks Payments. I'll be more than happy to assist you again. Have a great day and take care always.

M

MirnaR

Hi, I appreciate your prompt answer, however, I am still wondering why when I create an invoice the QuickBooks Payments are OFF eventhough I have them ON in settings (see attachmet). I understand that if I select HTML or Plain text as the Online delivery option, the payment option within the invoice will be removed and they are not visible, but they are ON in settings ... so why I need to turn it on evry time that I generate an invoice? Please help me here....

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