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kate111
Level 3

Default Bill Payment Template

I've just set up QuickBooks Enterprise 22.0, desktop.  (I've been using QB for 7 years now, just disclosing which version I'm running.) 

 

I'm trying to utilize the built in bill pay service, and emailing of payment stubs.  I've successfully set up my own template (WHY CAN'T I EDIT THE FONT IN ALL THE FIELDS, THOUGH??) which only looks sort of horrid.  Anyway, I can't seem to make this custom template my default. I have to go into each bill payment, change the drop down, then email.  But it always goes back to the Intuit form - which I can't make inactive to remove it as a choice.  

 

Anyone know how I can change the default template to be used for emailing to vendors upon Bill Payment??

3 Comments 3
MarsStephanieL
QuickBooks Team

Default Bill Payment Template

Hello there, @kate111. I'd be happy to help you edit the font of the pay bill template.

 

You may check the Change fonts and colors section on the basic customization window. Here's how:

 

  1. Go to the Lists menu and click Templates.
  2. Locate the bill payment template you've made and open it.
  3. Click on the Formatting tab and select Manage Templates.
  4. Select the template and select OK to edit it.
  5. On the basic customization window, go to the Change fonts and colors section and personalize the fonts.
  6. When you're done, click OK.
  7. Click Print Preview to see your form. If everything looks good, select Close.
  8. Select OK.

 

In addition, I've added an article for you if you run into any problems managing your templates: Fix common issues when you use and customize templates.

 

Feel free to share about this or let me know if you have questions as you do the steps I mentioned above. Thanks in advance for any updates. Take care and stay safe!

kate111
Level 3

Default Bill Payment Template

Yes, I already know how to change the fonts that I'm allowed to change, and have done so.  However, the data that populates the table is in a different font, which I can't change.  This is not my major concern though - you can see what I mean in the attached screen shot.  

 

What I really need to know is how do I make my custom template the default one that will be sent to vendors?  I have to select it just before sending out an email - every single time.  This is not helpful, and will probably make me continue to pay for an external service - at least until QuickBooks fixes the issues with this document.

RCV
QuickBooks Team
QuickBooks Team

Default Bill Payment Template

Hi there, kate111.

 

In QuickBooks Desktop, we'll need to manually choose the customized template to apply for the transaction. It's also the same when sending the forms to your vendors, where we choose a template when sending them. Just go to Files and choose Send Forms. In the Template field, select the customized bill payment template. Then, tap Send Now

 

Adding the option to send automatically the custom template as the default one to vendors would be a great addition. In this case, we always encourage you to send your feedback so that we know the features or product improvements you want. You can send your feedback by clicking the Help menu on your QuickBooks. From there, select Send Feedback Online and click Product Suggestion.

 

I've added these articles to help customize and steps to solve in case you're having issues about it:

 

The Community always has your back, and I'm just a post away should you ever need anything. Just leave a comment below and I'll get back to you. Have a great day ahead.

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