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LoraLynn
Level 2

Can I edit the format for email verbiage used in a QuickBooks ACH client payment?

We want to make the wording on the emailed payment link a little more personal for our business.
Solved
Best answer July 22, 2020

Best Answers
ReymondO
QuickBooks Team

Can I edit the format for email verbiage used in a QuickBooks ACH client payment?

Yes, you can, @LoraLynn.

 

I can show you how you can edit your invoice's email templates in QuickBooks. This way, we can make your transactions more personalized when sending it to your customer. Here's how:

 

  1. Go the Edit menu and select Preferences.
  2. Click Send Forms.
  3. In the Company Preferences section, make sure that Invoices is set in the Email Template section.
  4. Select Add Template.
  5. Enter your personalized details and select Save.
  6. Once done, click Set as Default for the template that you wanted to use.

 

In addition, you can check out this article to know more information about customizing form templates in QuickBooks Desktop.

 

Feel free to go back to this thread if you need more help in customizing your invoice in QuickBooks.

View solution in original post

1 Comment
ReymondO
QuickBooks Team

Can I edit the format for email verbiage used in a QuickBooks ACH client payment?

Yes, you can, @LoraLynn.

 

I can show you how you can edit your invoice's email templates in QuickBooks. This way, we can make your transactions more personalized when sending it to your customer. Here's how:

 

  1. Go the Edit menu and select Preferences.
  2. Click Send Forms.
  3. In the Company Preferences section, make sure that Invoices is set in the Email Template section.
  4. Select Add Template.
  5. Enter your personalized details and select Save.
  6. Once done, click Set as Default for the template that you wanted to use.

 

In addition, you can check out this article to know more information about customizing form templates in QuickBooks Desktop.

 

Feel free to go back to this thread if you need more help in customizing your invoice in QuickBooks.

View solution in original post

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