Bill Payment Stub Email

eeikb · ‎March 15, 2024

When sending an Email with a payment stub attached the body of the email states the following.

Hi Vendor:

We have received your payment of $ and the bill payment stub is attached.
Thank you for your business.

It should not say received your payment as I am paying them.

How do I permanently change this?

KimberlyS · ‎March 18, 2024

We appreciate you getting back in the thread, eeikb.

I'll share some steps to help you personalize the email template when sending the Bill Payment Stub.

Customizing email templates for Bill Payment Stubs in QuickBooks Desktop helps promote effective business communication. Here's how:

Sign in as an admin or user with permission to edit company preferences in QuickBooks.
Head to the File menu and choose Switch to Single-User mode.

After that, proceed to these steps to create an email template for Bill Payment Stub:

In the Edit menu, select Preferences.
Choose the Send forms menu, then the Company Preferences tab.
Select Email in the Delivery Method Default dropdown.
In the Email Templates dropdown, pick Bill Payment Stub.
Click on Add Template and enter a template name.
Update the subject line and body.
Include a dynamic data field by selecting the Insert Field option.
Click Save and then OK from the Company Preferences tab.

Moreover, choose transaction type and then Set default if you want to utilize the template when sending transactions to your vendor.

On the other hand, you might want to review these resources to track and gain valuable insights from your business expenses:

We're just around in the Community if you have additional questions when customizing email templates or other related concerns in QuickBooks Desktop.

View solution in original post

Candice C · ‎March 15, 2024

Good morning, @eeikb.

Congrats on making your first post here in the QuickBooks Community!

You can easily change these details by creating and customizing a email template for the bill payment stub. It's as easy as one, two, three.

All of the steps and other important details are listed in the guide below to help you along the way:

Create custom email templates in QBDT

If you have any trouble with the instructions, don't hesitate to come back and ask. I'm only a comment away. Have a wonderful day!

eeikb · ‎March 18, 2024

Is that for a Customer's Invoice? If so I am looking at this on the Vendor side? I paid the vendor via ACH and would like to email them a notification to expect payment

KimberlyS · ‎March 18, 2024

We appreciate you getting back in the thread, eeikb.

I'll share some steps to help you personalize the email template when sending the Bill Payment Stub.

Customizing email templates for Bill Payment Stubs in QuickBooks Desktop helps promote effective business communication. Here's how:

Sign in as an admin or user with permission to edit company preferences in QuickBooks.
Head to the File menu and choose Switch to Single-User mode.

After that, proceed to these steps to create an email template for Bill Payment Stub:

In the Edit menu, select Preferences.
Choose the Send forms menu, then the Company Preferences tab.
Select Email in the Delivery Method Default dropdown.
In the Email Templates dropdown, pick Bill Payment Stub.
Click on Add Template and enter a template name.
Update the subject line and body.
Include a dynamic data field by selecting the Insert Field option.
Click Save and then OK from the Company Preferences tab.

Moreover, choose transaction type and then Set default if you want to utilize the template when sending transactions to your vendor.

On the other hand, you might want to review these resources to track and gain valuable insights from your business expenses:

We're just around in the Community if you have additional questions when customizing email templates or other related concerns in QuickBooks Desktop.

Vicki63 · ‎April 26, 2024

I just did the update to the bill payment stub email this morning; I agree the wording is off when we are paying them.

Here's what I did:

Desktop Version Solutions 23.0 is my system.

Clicked on Edit Menu, Clicked on Preferences, Clicked on Send Forms, Chose Company Preferences,

Made sure in the drop down "Bill Payment Stub" was there. In the lower left-hand corner is the option to "Add Template", clicked it, changed the wording to my liking, clicked as my current default and saved. Then when I clicked on the "edit" button I could view that my changes were there and saved.

Hope this helps you as well, have a great rest of your day!

User90502 · ‎June 06, 2024

Is there a way to customize information that is stated on the Subject line? For example, it defaults to

"Bill Payment <NUM> from Company"

Is there a way to change the NUM to the company name you're paying?

MariaSoledadG · ‎June 06, 2024

I'll guide you on how you can customize the subject line of your Bill Payment Stub, User90502.

Customizing email templates will help you effectively communicate with your vendors. You can create an template and edit the subject line from there. To get started, make sure to sign in as admin and follow the steps outlined below:

In the Edit menu, select Preferences.
Choose the Send forms menu, then the Company Preferences tab.
Select Email in the Delivery Method Default dropdown.
In the Email Templates dropdown, pick Bill Payment Stub.
Click on Add Template and enter a template name.
Update the subject line.
Click Save and then OK.

Additionally, you can utilize the template by ticking the Default box beside the Bill Payment Stub field if you want to use this moving forward.

Also, learn about the Accounts Payable workflows you can use in QuickBooks Desktop so you'll understand the end-to-end process of procuring the payment transactions. I've added this article for more details: Accounts Payable Workflows in QuickBooks Desktop.

Post your comment if you have any questions about customizing email templates. We're here to get you covered. Have a nice day ahead!

Topics

Training

Community

Resources

Bill Payment Stub Email