Bill Payment Stub Email

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! 

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 

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!

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?

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:

1. In the Edit menu, select Preferences.
2. Choose the Send forms menu, then the Company Preferences tab.
3. Select Email in the Delivery Method Default dropdown.
4. In the Email Templates dropdown, pick Bill Payment Stub.
5. Click on Add Template and enter a template name.
6. Update the subject line.
   
7. 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!

Hi, 

I don't even see an option on my desktop Premier to send bill payment stubs by email. how do I enable that?

Please advise

Hi @Atinder,

Thanks for reaching out about your bill payment stubs. QuickBooks Desktop is a great tool able to help you keep track of sales and expenses so you know the profit of your company. I can point you in the right direction for assisting with bill payments.

To know which software would be best suited for your needs, including sending bill payments by email, I recommend reaching out to the QuickBooks Dekstop support team. They'll be able to view the needs of your business to be able to best advise on which program would fill the needs of your business. You can reach them using the methods outlined in the QuickBooks Desktop software support policies.

If you have any other questions, feel free to reach out.

@Atinder 

Which QB Desktop year version?

Hello,

I do not have the choice to select. 

Select Email in the Delivery Method Default dropdown.
I am using QuickBooks Premier Accountant 2024 Canadian Edition

Thanks

Darren

Hi there DarrenStollings,

Thanks for reaching out about your bill payments. QuickBooks Desktop is a great tool able to assist you in keeping track of sales and expenses so you know the profitability of your company. I can point you in the right direction for assistance with these bill payment stubs.

For assistance with retrieving these forms for suppliers, you would need to reach out to the support team outside of the Community. They'll be able to assist you in making sure all is set up properly for your forms to be emailed to suppliers. You can reach them using the methods outlined in the Intuit Canada QuickBooks Desktop software support policies.

If you have any other questions, feel free to reach out here.

Hello, We are using Quickbooks Enterprise 24.  I updated the default email for the Bill Payment Stub, however, there is no Insert Field for the Vendor Name.  Is this something I can add?

Thanks,

Gina

The vendor's name will automatically be included when you create a bill payment stub, @Geenamc69. I would be happy to explain this further to ensure your understanding.

I appreciate you updating the default email on your bill payment stub to reflect your business style. Please note that when you create a bill payment stub, the vendor you select will automatically show along with your default message, and there's no need to insert a vendor's name field.

For a visual reference, check the provided pictures below:

For additional help customizing your email templates, see this article:  Create custom email templates in QuickBooks Desktop.

Moreover, you can also track your past transactions up to today to gain valuable insights into your business expenses. To know more about this, review these references:

• Accounts Payable workflows in QuickBooks Desktop
• Customize vendor reports

Should you have any inquiries about managing emails or other questions related to QBDT, don't hesitate to reach out. Our main goal here in the Community is to provide you with the right assistance, @Geenamc69. We look forward to assisting you again in the future.

Thank you for the screen shots.  When our emails get created, the Vendor name does not show at all.  It only says Hi Vendor.  I don't want the name of the contact to show, just the name of the company we're sending the payment.

Thanks for following up with the Community, Geenamc69.

You can customize your email template to prevent the vendor's contact name from showing up in emails.

Here's how:
 

1. Access Custom Form Styles:
   
   • Go to the File menu and select Custom Form Styles.
    
2. Select the Form Type:
   
   • Click the New Style button and select the form type you want to customize (e.g., Invoice, Payment).
    
3. Edit the Email Template:
   
   • Go to the Emails tab.
   
   • Message to Customer - Edit the message in the "Message to Customer" box to remove any reference to the contact name and include the company name instead.
   
   • Subject - Edit the subject line to include the company name and invoice/payment information, rather than the contact name.
   
   • Uncheck "Use Greeting" - Uncheck the "Use Greeting" box under the Subject field to remove any default greeting that might include the contact name.
    
4. Select Done to save your changes.

You can refer to our Create custom email templates article for detailed information on the process.

Please feel welcome to send a reply if there's any additional questions. Have an awesome Thursday!

Hi @Atinder ,

 Have you figured out how to add email Bill payment stub from your QB desktop? I also have the same issue, I am using Premier 2024 version.