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nick13
March 27, 2019
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Can direct debit invoices have a custom email message which make it clear that payment is via direct debit instead of the standard message which asks for prompt payment?

  • March 27, 2019
  • 1 reply
  • 0 views
Original commenter did not share additional details
Best answer by TaliaI

Hello Nick,

 

You will need to create a separate invoice template for your recurring direct debit transactions, where you can set up a specific email to be sent when using that template - when you then set up the recurring invoice that is sent out, you can select this template.

 

To create a new invoice template, go to the cog wheel, custom form styles and then New Style. Once you have created your template, click on the Emails tab and type out the message you would like to be sent to your direct debit customers. Then, go to your recurring transactions under the cog wheel and edit the one you need - click on customise at the bottom and select the invoice template you have created.

 

Please let us know if you have any further questions.

 

Thanks,

 

Talia

1 reply

E
EdwardR
March 27, 2019

Hi Nick,

 

Thanks for contacting us here on Community.

 

Can I please confirm are these invoice's being created manually or are they for recurring transactions set up in QuickBooks Online?

 

 

N
nick13Author
March 27, 2019

Hi Edward,

 

These are recurring transactions in QuickBooks Online (the direct debit is handled by GoCardless who email a notification to the customer but not the actual invoice).

 

My thinking was to email the invoice prior to payment date, and that because it is paid by direct debit the invoice, and email, would clearly indicate this. But that doesn't seem to be the case.

 

Thanks

 

Nick

T
TaliaIAnswer
March 27, 2019

Hello Nick,

 

You will need to create a separate invoice template for your recurring direct debit transactions, where you can set up a specific email to be sent when using that template - when you then set up the recurring invoice that is sent out, you can select this template.

 

To create a new invoice template, go to the cog wheel, custom form styles and then New Style. Once you have created your template, click on the Emails tab and type out the message you would like to be sent to your direct debit customers. Then, go to your recurring transactions under the cog wheel and edit the one you need - click on customise at the bottom and select the invoice template you have created.

 

Please let us know if you have any further questions.

 

Thanks,

 

Talia

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