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A
arkvalleyinfo
January 13, 2019
Question

How do I customize the verbiage on the payment receipt email?

  • January 13, 2019
  • 2 replies
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    2 replies

    MorganB
    MorganB
    January 14, 2019

    Hey there, kgassick.

     

    Thanks for taking the time to visit the Community. I'd be glad to provide some information regarding customizing the verbiage on the payment receipt email.

     

    There are just a few steps to modify the email verbiage to make it your own. Here's how:

     

    1. Click the Gear icon in the top right corner.

    2. Select Custom Form Styles.

    3. Choose the New style button in the top right corner.

    4. Click Sales Receipt.

    5. Enter the name for this specific template.

    6. Select the Emails tab at the top of the page.

    6. Enter the specific verbiage you'd like to send in the Message to customer field.

    7. Click Done.

     

    *This message will appear to all customers who receive this particular template.

     

    To use this template:

     

    1. Click the Create icon (+) in the top right corner.

    2. Choose Sales Receipt.

    3. Select Customize at the bottom of the page.

    4. Click the newly created template from the list, and enter all of the necessary information.

    5. Choose Save and Send.

     

    With this information you'll be able to send a personalized message to your customer. Keep up the great work and please let me know if you have any other questions.

     

    K
    Kavon
    February 17, 2019

    This only works for sales receipts!  It does NOT work when you email a Payment Receipt.

     

    This is a snip-it from an emailed Payment Receipt for an HOA client of mine.  They do NOT want "Thanks for your business!" to appear on the payment receipt.  I've taken it off of the Sales Receipt, but it still shows up on the payment receipt.  HELP!!!

     

    Please find our payment receipt attached to this email.

    Thank you.

    Thanks for your business!
    Bradford Place HOA, Inc.

      M
      Malcolm Ziman
      February 17, 2019
      @Kavon wrote:

      This only works for sales receipts!  It does NOT work when you email a Payment Receipt.

       

       

      You can't email a Receive Payment which is the transaction type for a payment receipt.  What transaction type did you email?

        vpcontroller
        vpcontroller
        February 18, 2019

        You can use "Routines for QuickBooks" at the QB Labs. This will allow you to customize the Payment Receipt Email template. And also automatically notify your customers when you receive their payment. With this feature, there is no need to use manual "Save and send" to notify payment receipt to your customers. But I also think this newly added Save and send message template should be customizable (currently Intuit hard wired).

         

        To turn on Routines for QuickBooks at the QB Labs:
        Gear > Your Company > QuickBooks Labs.


        To set up Manage Routines to notify your customers when you receive their payment.:
        Gear > Tools > Manage Routines > Select Notify your customers when you receive their payment > Click Try It Out

         

          K
          Kavon
          February 20, 2019

          I have followed the routine above for QB Labs Manage Routines.  Thank you SOOO much!  I've tested it and it is working properly!!  I hope this helps out other bookkeepers and accountants who work with non-profits.  It's rather offensive for a donor or member to receive and email that says "Thanks for your business"!!

           

          Again, thanks so much!

          Thanks

          Karen Novak, CPA

          M
          Malcolm Ziman
          February 20, 2019
          @Kavon wrote:

          I have followed the routine above for QB Labs Manage Routines.  

           

          Manage Routines is not the only option.  I tested this and see that you get the opportunity to preview and edit the message, before sending, like you get when you send an invoice.

           

           

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