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Level 1

Customer statements are received as text when emailed

Greetings!

When I email a statement to a customer from QuickBooks Online, they receive it as text (see attached). I want it to come through and look like emailed invoices. How do I fix this?

1 Comment
QuickBooks Team

Customer statements are received as text when emailed

Hi @BeSquareChris,

 

This needs a few clicks for a fix. I'll walk you through the steps on how you can send a customer statement to appear like invoices. 

 

Here's how:

 

  1. Go to the Gear icon.
  2. Select Account and settings.
  3. Click the Sales tab.
  4. Look for the Online delivery section, then click on it.
  5. Choose the Show short summary in email option.
  6. Make sure to tick the PDF Attached box. 
  7. Hit Save, then Done.

Right after, your statements will only show a summary of the customer's statement, with all the details on the PDF attachment. 

 

Take your customization to the next level. You have the option to import your custom form styles in QuickBooks Online (QBO). Check out this article to learn more: Import custom form styles for invoices or estimates.

 

Do you need help with anything else? Place a comment below, and I'll take care of it for you, 

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