email text for payment reminders

Sending both payment reminders for invoices and statements is beneficial to your business, but QuickBooks Desktop doesn't allow for sending them together in a single email,  bcohen1.

Since you can't send both automatically, I'll provide some workarounds.

First option is to set up your payment reminders to send a Statement to your customers that clearly shows all overdue invoices and the total amount owed, which serves the same purpose as sending each invoice individually.

Another way is to send a manual email. Create a statement, save it as a PDF, and then locate the relevant invoices, saving them as PDFs as well. Attach all of these documents to a single email for your customer.

I'm sharing this article to learn more about how automated payment reminders function in QuickBooks: Create automated payment reminders for invoices and statements.

Please don't hesitate to share any other questions in the comments, and we're here to help.

Thank you GlinetteC.  However the desktop enterprise version DID allow this to happen.  I created reminders for both invoices and statements, created test transactions that fit both criteria and when they were sent the "combine forms to a recipient in one email" box was checked.  Attached is the email I received and this the text that I need to changed.

Thanks for getting back to this thread, bcohen.

You're right that QuickBooks Desktop (QBDT) allows users to send reminders for both invoices and statements in a single email using the Combined forms feature.

However, when you choose to combine forms into one email, the option for a pre-set, customizable default email template is unavailable. 

As a workaround, you may consider saving your preferred email message in a separate document, like Notepad, so you can easily copy and paste it into the email after enabling the combined forms option.

Considering this situation, I encourage you to share your feedback with our Product Engineer team. Your input is important to our continuous efforts to improve our services, as we carefully review user suggestions when planning future updates. Your involvement helps us create a better experience for you and all of our users.

Here's how to submit your feedback:

1. Go to the Help menu.
2. Select Send Feedback Online.
3. Choose the Product Suggestion option, which will open a pop-up window display.
4. Enter your feedback suggestion.
5. Once done, click the Send Feedback button to submit your idea.

Feel free to reply to this post if you need further assistance.