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DRLM Landscape
Level 2
posted
‎October 28, 2020 01:32 PM
last updated ‎October 27, 2020 7:32 PM

Paid Invoices and Sending an Emailed Receipt

When a client sends a check to pay their invoice, the email template that is in QBO is not  professional and WE CANNOT change or edit  it. I want to send an email with a receipt that doesn’t leaked me look like an idiot business owner. 

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3 Comments 3
Rebecca_A Product Champion
QuickBooks Team
QuickBooks Team
‎October 28, 2020 02:25 PM

Paid Invoices and Sending an Emailed Receipt

Hi DRLM Landscape, 

 

I'm sorry to hear that but we appreciate the feedback. You can edit the message that is sent along with your Sales forms. 

 

To do this: 

  • Navigate to Settings > Account and Settings 
  • Select Sales and then Messages 
  • From here you can edit the content of the Emails 

In regards to the format and style, you are correct that at this stage, we cannot edit this. I will pass your feedback on to the product team to be looked into for a future update. 

 

Thanks, 

Rebecca 

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DRLM Landscape
Level 2
‎October 28, 2020 02:42 PM

Paid Invoices and Sending an Emailed Receipt

I am not talking about Sales Receipts. I’m talking about Paid Invoice Receipt Email. TWO completely different things. There are soooooo many clients of QBO that are soo beyond frustrated that nobody will HELP US. WHO can I talk to over the phone about this? This has been an issue and we all keep getting the message about “passing it to our Team”... 

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Rebecca_A Product Champion
QuickBooks Team
QuickBooks Team
‎October 28, 2020 02:56 PM

Paid Invoices and Sending an Emailed Receipt

Thank you for clarifying. 

 

If you are wanting to speak with someone over the phone please see here. Our Support Team are available via Phone and Live Messaging depending on your preference. 

 

We pass on all feedback that is raised via the Community channel to our Product Team however if you are wanting to submit your own Feedback this can be done in your QuickBooks file via the Settings > Feedback option. If the team have specific questions regarding your Feedback they will reach out to you via email. 

 

Thanks again, 

Rebecca 

 

 

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