Payment reminders email body text - Save as template

surfersteve1970 · ‎September 02, 2021

When payment reminders are created there seems to be the ability to amend the 'Email body' text from the wording set by QB from:

'We're sending a reminder to let you know that invoice [Invoice No.] has not been paid. If you already paid this invoice or have any questions, let us know!

Kind regards'

.

But I can see no way of saving the amended wording as a template for future use, from searching the forum other users have raised this as an issue multiple times and a very long time ago, yet this issue is still outstanding.

Is there a way to save the wording we wish to use in the payment reminder as a template rather than having to re-type or copy and paste the information each time?

If there is no way to save the 'Email body' wording as a template for future use I would like to know if this is scheduled to be fixed and if so what the timescale for this is, if it is not going to be fixed and a timescale is not allocated I would like to raise this as an official complaint.

Jen_D · ‎September 09, 2021

It's nice to see you here, @surfersteve1970.

Thanks for updating this thread and sharing your concern with the QuickBooks Support page.

The information on the payment receipt is currently not editable within QuickBooks. This is a default messaging when you receive payments from customers.

Please know that you can share your suggestion within the program. Follow the steps below:

Click the Gear icon and choose Feedback.
Enter your suggestion for our engineers on the Feedback box.
Once done, press Next to send it.

Our product engineers working internally with product enhancements to make QuickBooks more efficient to use.

Thanks for visiting us today, please comeback to this page if you have other concerns with QuickBooks Online. I'll be right here to help you also, just mention me anytime. Have a nice day!

View solution in original post

Ashleigh1 · ‎September 02, 2021

Hello Surfersteve1970,

Welcome to the Community page,

If you go to the main cog wheel top right hand side > click on account and settings> then click on sales > scroll down to reminders> click the drop down arrow on default email message for invoices> amend the message in email message section > save > done

surfersteve1970 · ‎September 08, 2021

Thanks for the reply and the answer, sadly I think I typed the wrong issue up as the issue I have is with the email body text in the 'Receive payment' email. I realise that I can amend the 'Body' in each individual payment receipt, but I would like to amend the template so that each new 'Receive payment' email defaults our own saved email body template.

If you could let me know how to do this I'd appreciate pointing in the right direction.

Thanks

GeorgiaC · ‎September 08, 2021

Hi surfersteve1970, thanks for getting back to us - can I confirm if it's the email body of the 'payment receipt' that you're trying to amend - you can access this by clicking on 'receive payment' against the invoice > save and send.

Thanks 🙇‍:female_sign:

surfersteve1970 · ‎September 09, 2021

Thanks for the reply and the reply.

I would like to amend the default wording in the 'Body' text box when I receive a payment on an invoice etc... but I would like to amend the 'Body' text wording at the template level rather than having to amend it for each individual email that is sent to customers, currently, the wording reads:

'Please find our payment receipt attached to this email.

Thank you.

Have a great day,.....'

I'd just like to amend the above so that our users of QB don't have to remember to retype or copy and paste in the email message we wish to send our customers as the 'Body' of the email.

Thanks again

Jen_D · ‎September 09, 2021

It's nice to see you here, @surfersteve1970.

Thanks for updating this thread and sharing your concern with the QuickBooks Support page.

The information on the payment receipt is currently not editable within QuickBooks. This is a default messaging when you receive payments from customers.

Please know that you can share your suggestion within the program. Follow the steps below:

Click the Gear icon and choose Feedback.
Enter your suggestion for our engineers on the Feedback box.
Once done, press Next to send it.

Our product engineers working internally with product enhancements to make QuickBooks more efficient to use.

Thanks for visiting us today, please comeback to this page if you have other concerns with QuickBooks Online. I'll be right here to help you also, just mention me anytime. Have a nice day!

surfersteve1970 · ‎September 11, 2021

Thanks for the response.

Could you let me know if this has been logged before, looking online this seems to be a long outstanding issue and request, and if so:

1. When was the first time it was logged?

2. How many times has it been logged?

3. What is the schedule for this to be coded, tested, and rolled out?

Thanks

MariaSoledadG · ‎September 11, 2021

It's our top priority of letting you know if the request has already been submitted, surfersteve1970.

Your feedback helps us improve our product so we can provide you a level of satisfaction and the best experience for your business needs. You'll want to check our Customer Feedback page if there are similar or related requests that have already been submitted. If so, you can vote or if you haven't found a similar request, you can send one. I've added a screenshot where you can simply enter requests:

Please know that for the rollout, this may depend on the number of requests and votes. In addition, QuickBooks downloads the latest transactions automatically. For more information on how you can match them, please read this article for your guide: Categorise And Match Online Bank Transactions In QuickBooks Online.

Reach out to us if you have any concerns about the receive payment email. We'll always be right here to help.

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Payment reminders email body text - Save as template