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Community Contributor **

Using SEND FORM for MASS Email Delivery - question regarding the template

We have a monthly recurring billing platform at our company.  I process eChecks and have to send each customer a receipt. I do this using the SEND FORMS module in my QP Pro 2018.  My problem is that my DEFAULT email template is set to my customized "Thank you for your payment" but that only applies to the first invoice on the list. This means that I have to go into each following invoice and change to the desired [default] template.  It also means that I have to do this over 200 times? Is there a better way?

 

Help please!

T

Solved
Best answer 05-15-2019

Accepted Solutions
QuickBooks Team

Re: Using SEND FORM for MASS Email Delivery - question regarding the template

Hello there, @TRischey.

 

I'd be glad to join the thread and help share a little more information about sending mass email delivery from QuickBooks Desktop (QBDT).

 

I understand how hard and time consuming it is to update the message to each invoice on the list. However, as mentioned by my colleague RaymondJayO, as of now, this is the only recommended way to update your transactions.

 

I'll also take note with this so I can pass along this information here on my end. In addition, you can also get in touch with our Support Team for them check and investigate this further for you. For the support's contact information, you may check it here: Contact the QuickBooks Desktop Customer Support Team.

 

For your future reference, in case you have any other QuickBooks concerns in the future, you may check our help articles: Help articles for QBDT.

 

As always, please don't hesitate to drop a comment below if you have any other questions about sending transactions from QuickBooks. I'm just a post away to help you!

5 Comments
QuickBooks Team

Re: Using SEND FORM for MASS Email Delivery - question regarding the template

Hello there, @TRischey

 

I appreciate you providing on-point details about sending mass email delivery using Send Forms tool in the program. 

 

Manually changing the desired template on your succeeding invoices is an inconvenient method, especially if you have lots of entries. However, this is currently the recommended way to update the message on your transactions.

 

I'll take note of this and and I recommend visiting our recent product innovations since you're using the Pro 2018 version. 

 

You can check out these articles below to learn more about using form templates in the system: 

 

 

 If you have other concerns, please let me know. I'll be around to lend you a hand, @TRischey. Have a good one. 

Community Contributor **

Re: Using SEND FORM for MASS Email Delivery - question regarding the template

Thanks for your quick response. Yeah this is not a great solution and takes a lot of time each month because at the end of the month we have approx 250 emails to send out.  Seems like it should use the default template but it does not. :womansad:

 

T

QuickBooks Team

Re: Using SEND FORM for MASS Email Delivery - question regarding the template

Hello there, @TRischey.

 

I'd be glad to join the thread and help share a little more information about sending mass email delivery from QuickBooks Desktop (QBDT).

 

I understand how hard and time consuming it is to update the message to each invoice on the list. However, as mentioned by my colleague RaymondJayO, as of now, this is the only recommended way to update your transactions.

 

I'll also take note with this so I can pass along this information here on my end. In addition, you can also get in touch with our Support Team for them check and investigate this further for you. For the support's contact information, you may check it here: Contact the QuickBooks Desktop Customer Support Team.

 

For your future reference, in case you have any other QuickBooks concerns in the future, you may check our help articles: Help articles for QBDT.

 

As always, please don't hesitate to drop a comment below if you have any other questions about sending transactions from QuickBooks. I'm just a post away to help you!

Community Contributor **

Re: Using SEND FORM for MASS Email Delivery - question regarding the template

Thanks for the response although I understand there is not a solution other than the recommended 'change it manually yourself 250 times'.  

I have been frustrated with calling into support as the wait time on my last call was over an hour and then after speaking to 3 different people I was disconnected with no call back despite the constant verification of my identity [email and phone].  

I hope this is something that is addressed in my next forced upgrade as it would save lots of time.  I've been a Quickbooks user for over 20 years [yeah I'm old] so this fix seems like a no-brainer to me.

Thanks to all for jumping in and helping - I greatly appreciate it and I will try the support links because coming here was 100% better!

 

Happy Friday people.

T

QuickBooks Team

Re: Using SEND FORM for MASS Email Delivery - question regarding the template

Hi @TRischey,

 

We strive hard to provide quality support to our customers. And we want you to know that your opinions are important to us so we can improve.

 

I know how tiring it can be to be transferred multiple times. But don't worry, I'll pass your suggestions to our engineers so they can look into it.

 

And in the meantime, you can follow the workaround provided by my colleague above.

 

Also, you may check our help articles if you have other questions in the future.

 

Don't hesitate to get back to me if you have any other concerns.