How can I change the body of the email sent with statements?

You've come to the right place, CR5.

The body of the email you send with statements can be quickly changed with the following steps:

1. Click Sales on the left navigation menu.
2. Go to the Customers tab.
3. Click the Action drop-down menu, then select Create statement.
4. Make sure the correct customer is selected.
5. Click Save and send.
6. Make the necessary changes in the Body field.
7. Click Send.

We also offer this information in our guide on how to create and manage statements for your convenience.

That should do it! With these steps, you'll be able to modify your email templates for customer statements like a pro in no time.

Keep in touch with me here should you have any additional questions or concerns. I'm always available here for all questions and concerns. Thanks for coming to the Community, cheers to continued success.

thank you!  do you know if there is a way to save those changes to the email statement so it becomes the default for all emailed statements?

Ok.. so now I've created several different email templates. Chose my default template.. but want to use one of the others for one customer without having to make it the default.  Is there a way to do this easily when sending the email?  Or do I have to go change the  default email every time?  I cannot find this answer.

Hello JodyJets,

For Statements, the body of the mail is coming from the text in the Messages settings. We're unable to choose other email templates, but you can edit it. Or, paste the one from your compilation when you email one.

Please get back to us here if you need anything else.

Another reason that I am finding QBO is not as automated as I like.  I can save email body text in invoices, estimates etc but not in statements, and it is too Americanised in the wording which is annoying when I forget to amend the individual statement. 

Thanks for joining this thread, M for TF.

While we're unable to save the body text in statements as mentioned by my colleague in this thread, I'll take note of your feedback. And, pass it along to our Product Team so they can discuss how to add this feature in QuickBooks Online.

For now, you can visit the Product Updates link to learn what's new and coming in QuickBooks.

Should you need anything else, please let me know. I'm always around to answer your concerns.

Hello,

I agree with other users. Please ask the development team to make it possible to change the default wording when sending statements. It's such a basic requirement and the current wording saying Thanks for your business! TWICE!? is annoying. 

Thank you. 

Is this product bug not fixed yet?   

There's no update yet about this feature, @AirKevin.

The good news is, you can stick to the workaround provided by manually changing the message when emailing your statements. Rest assured our engineers don't stop to develop and improve QuickBooks to deliver the best experiences for all QuickBooks users. Hopefully, this will be included in the coming updates.

For now, you may visit our blog to stay current with the latest QuickBooks news and feature enhancements. Here's the link: The QuickBooks Blog.

If you have any other questions or feedback, please feel free to add a comment below. I'm a few clicks away to help. Keep safe!

Still not fixed? it's been almost 1 year??

Still not fixed 1 year later?

Hello, 1231 4597 3085 584.

Thanks for dropping by the Community. I'm happy to clarify for you. My colleagues response above is still accurate. While we're waiting for an update from the product engineers to make the changes mentioned, you can follow the original steps provided above. This work around will help you in the meantime while waiting for a potential update. I would also recommend reaching out here in our Customer Feedback option. Here you can request changes made. The more you do this, the more attention it will receive. 

If there's anything else I can do to help, feel free to post here anytime. Thanks and I hope you have a nice afternoon. 

please prod the engineers...

Thanks for joining us here today, @JASONSTRAW.

Your suggestion is much appreciated. I'll make sure to pass this along to our product developer. I'd also encourage you sending the same feedback by going to:

1. Go to the Gear icon at the top, then select Feedback.
2. Enter your comments or product suggestions then hit Next.
3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or hit Skip and send message.
4. From the drop-down, choose the appropriate category, then click Send message.

Additionally, you can also click on the link provided by my colleague @Nick_M (Customer Feedback option).

You valuable feedback goes to our Product Development team to help improve your experience in QBO. You can also track feature requests through the QuickBooks Online Feature Requests website.

Please know that you're always welcome to message me if you still have questions or concerns with customer statements. Take care and keep safe.

Click the Gear icon, then choose Account & Settings. Go to Sales and then click Messages. Under the Sales form field, choose Statements. Then, enter your default email message for statements. Click Save, then Done.

To fix - Click the Gear icon, then choose Account & Settings. Go to Sales and then click Messages. Under the Sales form field, choose Statements. Then, enter your default email message for statements. Click Save, then Done.

Hi there, to fix it-

Click the Gear icon, then choose Account & Settings. Go to Sales and then click Messages. Under the Sales form field, choose Statements. Then, enter your default email message for statements. Click Save, then Done.

Almost 2024 and still not fixed?

Let me provide some information to shed some light on this feature, customer. 

Please know that the body of the mail in the statement is from the default message. Currently, you can only set one default message, but you can still edit this default message manually when you send your statements.

To edit the body message of the email:

1. Hover to Sales and select Customers.
2. From the Action dropdown, select Create Statement. 
3. Tick the customer to whom you want to send a statement, then hit Save and send. 
4. Expand the Body column, and make your changes. 
5. Once done, click Send. 

Changing the body message won't automatically change the default messages when you send another statement.

If you wish to change or update the default message. Here's how:

1. Go to the Gear icon, click Account and settings. 
2. Click Sales, scroll down, and tap Messages. 
3. From the Sales form dropdown, select Statement.
4. In the Email message column, create your preferred default message. 
5. Hit Save, then Done. 

Moreover, you can download your sales forms and statements in QuickBooks. This way, you can send your customers a physical copy of it. 

You can send me a response if you need additional help or clarification regarding the customer statement. I'm always here to lend a hand. 

It has been 4 years, why has this not been addressed?  Why is this still not updated to allow people this option of saving statement email templates.  It seems ridiculous that old issues and concerns are never addressed yet changes are constantly being made that no one cares about.