How can I change the content of the automatic emails that accompany invoices?They seem to be geared to small transactions....... 'review and pay'....

richard91 · ‎August 17, 2020

Rea_M · ‎August 19, 2020

Let me share details about managing the automatic Review and Pay message when emailing your invoices in QuickBooks Online (QBO), @richard91. This way, you'll be able to determine the possibility of switching it off and handles your sales transactions accordingly.

You can either select the HTML or Plain text option in the Additional email options for invoices section from the Account and Settings page. With this, the automatic Review and Pay message will be removed when you send the invoice email to your customer. Let me guide you how.

Go to the Gear icon.
Select Account and settings.
Go to the Sales menu.
Click anywhere on the Online delivery section to open its content.
In the Additional email options for invoices field, select either the HTML or Plain text option.
Click the Save button.

I've attached screenshots below for your reference.

In QBO, you're able to effectively manage your open invoices and overdue payments to keep your account updated. With this, I'd recommend pulling up the Open Invoices report. Just go to the Who owes you section from the Report menu's Standard tab.

I'm also adding this article to learn more about tracking your invoices in QBO: Review Open Invoices and Send Payment Reminders. It also provides details about sending payment reminders and balances forward statements to your customers.

Please let me know if you have other concerns. I'm just around to help. Take care always.

View solution in original post

MaryJoyD · ‎August 17, 2020

Let me help you edit the content of the automatic emails, @richard91.

You can go to the Emails section in your custom form styles to personalize the message your customers see when they receive their invoice. Here's how:

Go to the Gear icon and select Custom for styles.
Click the Edit drop-down of the template that you're using.
Choose Emails.

From here, you can set how your invoice appears in emails and preview them right away.

To find all the ways you can customize invoices and email messages, I recommend checking out the following article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

You can also refer to the following article on how to add, customize, or remove logos on sales forms.

I'll be right here if you need anything else. Have a nice day!

richard91 · ‎August 19, 2020

This enables you to change the words on the email. What it doesn't seem to allow you to alter are the messages inserted automatically by Quickbooks. For our customers, it is entirely inappropriate to have an automatic message that says 'Review and Pay'. How do I switch these messages off please?

Rea_M · ‎August 19, 2020

Let me share details about managing the automatic Review and Pay message when emailing your invoices in QuickBooks Online (QBO), @richard91. This way, you'll be able to determine the possibility of switching it off and handles your sales transactions accordingly.

You can either select the HTML or Plain text option in the Additional email options for invoices section from the Account and Settings page. With this, the automatic Review and Pay message will be removed when you send the invoice email to your customer. Let me guide you how.

Go to the Gear icon.
Select Account and settings.
Go to the Sales menu.
Click anywhere on the Online delivery section to open its content.
In the Additional email options for invoices field, select either the HTML or Plain text option.
Click the Save button.

I've attached screenshots below for your reference.

In QBO, you're able to effectively manage your open invoices and overdue payments to keep your account updated. With this, I'd recommend pulling up the Open Invoices report. Just go to the Who owes you section from the Report menu's Standard tab.

I'm also adding this article to learn more about tracking your invoices in QBO: Review Open Invoices and Send Payment Reminders. It also provides details about sending payment reminders and balances forward statements to your customers.

Please let me know if you have other concerns. I'm just around to help. Take care always.

View solution in original post

richard91 · ‎August 19, 2020

Great! Thank you.

Rea_M · ‎August 19, 2020

You're very much welcome, @richard91.

I'm glad I was able to provide the right resolution for switching off the Review and Pay message with your invoice email in QuickBooks Online (QBO).

In the meantime, I'm also adding this article to further guide you in managing your business with QBO: Help articles. It contains topics about income and expenses, reports and accounting, and banking to name a few.

Please know that we're always ready to help you here in the Community. Don't hesitate to post again if you have other concerns. More power to your business and take care always

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How can I change the content of the automatic emails that accompany invoices?They seem to be geared to small transactions....... 'review and pay'....