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pbb2
May 21, 2021
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How to change the email message for payment receipts?

  • May 21, 2021
  • 2 replies
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Original commenter did not share additional details
    Best answer by ReymondO

    Thank you for getting back to us, @pbb2.

     

    For now, the option to change the default email messages for payment receipts is unavailable in QuickBooks Online (QBO). You have to manually edit its info before sending it to your customers.

     

    I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

     

    Additionally, you can send your own feedback to our Product Development team. This way, they can review your request to help improve your experience in QBO.

     

    Here's how:
     

    1. Click the Gear icon at the top and select Feedback.
    2. Enter your comments or product suggestions.
    3. Select Next to submit.

    In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

     

    Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. 

    2 replies

    T
    TirzahC
    May 21, 2021

    Hello, pbb2.

     

    The email template for payment receipt is a default setup in QuickBooks Online (QBO). You'll have to manually edit its body message before sending it to your customers.

     

    Here’s how.

    1. Go to the Plus icon.
    2. Select Receive Payments.
    3. On the receive payment window, Select the Customer and the Invoice.
    4. Click Save and send.
    5. Then, update the Body of the email. Click Send and close.

    For reference on how to customize templates for sales transactions, you can read through this guide: How to customize invoices, estimates, and sales receipts.

     

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

    P
    pbb2Author
    May 21, 2021

    I understand how to do it on each individual payment email, but I do not want to have to change it for every payment received.  I have gone through the templates and cannot find one for this particular email.  Do you know where I can find it to edit?

      R
      ReymondOAnswer
      May 21, 2021

      Thank you for getting back to us, @pbb2.

       

      For now, the option to change the default email messages for payment receipts is unavailable in QuickBooks Online (QBO). You have to manually edit its info before sending it to your customers.

       

      I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

       

      Additionally, you can send your own feedback to our Product Development team. This way, they can review your request to help improve your experience in QBO.

       

      Here's how:
       

      1. Click the Gear icon at the top and select Feedback.
      2. Enter your comments or product suggestions.
      3. Select Next to submit.

      In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

       

      Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. 

      J
      JenHerren
      April 11, 2022

      Has this been resolved? Is there now a template to customize payment receipt emails to customers?

        L
        LeizylM
        April 11, 2022

        Hi there, JenHerren.

         

        Allow me to join the thread and help share information about customizing payment receipts in QuickBooks Online (QBO). 

         

        As mentioned by my colleagues above, the option of customizing receipts isn't available at the moment. While we don't have an exact time when we'll have this feature, you can send feedback to our Product Developer team so they can review it. They're open to opinions as this helps improve our product to suit your business needs. 

         

        To send feedback, you can follow these steps:

         

        1. Go to the Gear icon.
        2. Select Feedback.
        3. Enter your comments or product suggestions.
        4. Then select Next to submit feedback.

         

        You can also see this link for more details: How do I submit feedback?

         

        To learn more about managing and customizing templates in QBDT, consider checking out this article: Use and customize form templates.

         

        Feel free to post a reply below if you need more help with customizing a template in QuickBooks Online. Have a good one!

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