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C
Coastal Fliers
June 16, 2020
Question

Template for Email Statement Text

  • June 16, 2020
  • 1 reply
  • 7 views

I'm trying to change the email that is sent out with the batch statements I email each month to customers so I don't have to retype it monthly.  I can't find a template anywhere.  I read one post that said if you change it once it will remain the same until you change it again but that isn't working either.

1 reply

M
Maybelle_SQuickBooks Team
QuickBooks Team
June 16, 2020

Hello there, @Coastal Fliers.

 

I appreciate your effort in looking for some related posts about your concern. I'll make sure that you'll be able to change it this time.

 

Here's how:

  1. Go to the Sales menu and select the Customer tab.
  2. Choose the customer you want to run.
  3. Click Edit at the upper right corner.
  4. From the Customer information window, change the Email.
  5. Click Save once done.

 

I've also added these articles about emailing an invoice: 

 

If there's anything else I can do for you, please let me know. I'll be around to help you out.

C
Coastal FliersAuthor
June 17, 2020

Hi Maybelle,

 

I am not having a problem changing the email text template for invoices.  The problem is when I run statements.  I want to set a template for the email text that is sent with the statement.

 

Thank you.

katherinejoyceO
katherinejoyceO
Level 9
June 17, 2020

Thanks for coming back for more support, @Coastal Fliers. 

 

Let's edit the customer's email in the Customer Information section so you won't have to manually change them every time you create a template. Here's how: 

 

  1. Go to the Sales menu, then Customers. 
  2. Select the customer you need to update.
  3. Select Edit.
  4. Enter the correct email address in the Email field. 
  5. Click Save when done. 

 

Please note that the update you've made will also be reflected in other areas of your company file including previously sent invoices. Check out this helpful resource for more insights: Edit customer information. 

 

Should you need to customize your statements, read through this article to see your options: Create and view customer statements. It also includes answers to the most common questions about this topic. 

 

Feel free to visit us again if you have other concerns. We're always delighted to help you more. 

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