How to change the email message for payment receipts?

Hello, pbb2.

The email template for payment receipt is a default setup in QuickBooks Online (QBO). You'll have to manually edit its body message before sending it to your customers.

Here’s how.

1. Go to the Plus icon.
2. Select Receive Payments.
3. On the receive payment window, Select the Customer and the Invoice.
4. Click Save and send.
5. Then, update the Body of the email. Click Send and close.

For reference on how to customize templates for sales transactions, you can read through this guide: How to customize invoices, estimates, and sales receipts.

Please let me know if you have other concerns. I'm just around to help.

I understand how to do it on each individual payment email, but I do not want to have to change it for every payment received.  I have gone through the templates and cannot find one for this particular email.  Do you know where I can find it to edit?

Thank you for your response.  I will submit feedback!!

Has this been resolved? Is there now a template to customize payment receipt emails to customers?

Hi there, JenHerren.

Allow me to join the thread and help share information about customizing payment receipts in QuickBooks Online (QBO). 

As mentioned by my colleagues above, the option of customizing receipts isn't available at the moment. While we don't have an exact time when we'll have this feature, you can send feedback to our Product Developer team so they can review it. They're open to opinions as this helps improve our product to suit your business needs. 

To send feedback, you can follow these steps:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Then select Next to submit feedback.

You can also see this link for more details: How do I submit feedback?

To learn more about managing and customizing templates in QBDT, consider checking out this article: Use and customize form templates.

Feel free to post a reply below if you need more help with customizing a template in QuickBooks Online. Have a good one!

Has the ability to edit the email template for payment receipts been done yet?  Thanks.

Good evening, @AGMrocks. 

Thanks for joining in on this thread. 

The ability to edit the email template for payment receipts still isn't available in your QuickBooks Online account. You can send feedback to our Product Developers so they can consider this in the near future. 

Don't forget to keep up with what's new in the system by using our Blog site. 

I hope this helps answer your question. Have a splendid day and weekend ahead! 

So a year later and this still hasn't been resolved? How hard is this to change? Listen to your customers.

Hello there, @AsielCode7.

As of now, it's still not possible to modify default email messages for payment receipts in QuickBooks Online (QBO). Before sending payment receipts to customers, you'll need to edit the information manually.

I suggest sending feedback to our product engineers so they can reassess this matter. They are responsible for determining which features will be added in the future.

To send your request:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter your comments or product suggestions.
4. Tap Next to submit.

I'm adding this article here on how to personalize and add specific info to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Post here in the Community if you have further questions on your sales forms and other QBO-related concerns. Our team is available 24/7 to assist you. Stay safe!

Thanks, I have done this but it apparently falls of deaf ears. This really does seem like a no brainer here....

@JanbonN Sent feedback many times - falls on deaf ears!!

Just adding my voice to the others who want this updated.

There is a very annoying message that goes out by default. "Thanks for your business!" - can you at least tone this down and make it sound a bit more professional?

@JanbonN @Candice C @AGMrocks I have sent many messages to feedback through the gear icon.  Nothing ever happens.  The Payment Receipt looks so confusing for the customer and has unnecessary information  like "due date".  Please help us out and ask the engineers to update the Payment Receipt.

I was able to figure out how to change the email auto message on a sales receipt.  It only took a few years for QB to change this in the system.  I assume you know how by now, but if not, here's how:

1.  Click Gear Icon

2.  Accounts and Settings

3.  Sales

4.  Messages - within messages, choose "sales receipts" from the drop down menu, edit your content and make sure you save it!

I was able to figure out how to change the email auto message on a sales receipt.  It only took a few years for QB to change this in the system.  I assume you know how by now, but if not, here's how:

1.  Click Gear Icon

2.  Accounts and Settings

3.  Sales

4.  Messages - within messages, choose "sales receipts" from the drop down menu, edit your content and make sure you save it!

I was able to figure out how to change the email auto message on a sales receipt.  It only took a few years for QB to change this in the system.  I assume you know how by now, but if not, here's how:

1.  Click Gear Icon

2.  Accounts and Settings

3.  Sales

4.  Messages - within messages, choose "sales receipts" from the drop down menu, edit your content and make sure you save it!

I was able to figure out how to change the email auto message on a sales receipt.  It only took a few years for QB to change this in the system.  I assume you know how by now, but if not, here's how:

1.  Click Gear Icon

2.  Accounts and Settings

3.  Sales

4.  Messages - within messages, choose "sales receipts" from the drop down menu, edit your content and make sure you save it!

I was able to figure out how to change the email auto message on a sales receipt.  It only took a few years for QB to change this in the system.  I assume you know how by now, but if not, here's how:

1.  Click Gear Icon

2.  Accounts and Settings

3.  Sales

4.  Messages - within messages, choose "sales receipts" from the drop down menu, edit your content and make sure you save it!

This only changes the 'Sales Receipt' message ; you still can't change the 'Payment Receipt message" 

Thank you for joining this thread, shortcut1. Currently, you can manually adjust the email message each time you send a payment receipt to your customers. However, the option to set a custom default message to minimize repetitive manual adjustments for each transaction is not available at the moment.
 

In the meantime, I recommend submitting feedback to our Product Development Team.  will consider your suggestion and implement changes to enhance your experience with QuickBooks Online.

Here’s how you can send feedback:

1. Go to the Gear icon.
2. Under the Profile column, select Feedback.
3. Enter your comments or product suggestions.
4. Select Next to submit.

To stay updated with product changes, check the Customer Feedback Updates page.

If you want to personalize your sales forms to match your business preferences better, you can refer to this article for detailed guidance:

Customize invoices, estimates, and sales receipts in QuickBooks Online.
 

Please don't hesitate to reply to this thread if you have further concerns when changing the email message in your payment receipt. I'm here to assist you further! 

Thank you!

Judy

You're always welcome, Judy.

We appreciate your positive feedback and thank you for sharing. Your input is valued and impactful. Please know that addressing your concerns promptly is our top priority to ensure you can resume business quickly. We are committed to delivering exceptional support.

If you want to personalize your sales forms to match your business preferences better, you can refer to this article for detailed guidance: Customize invoices, estimates, and sales receipts in QuickBooks Online.

We'd be delighted to hear from you again if you have other questions about handling payments in QuickBooks Online.

@NicoleAscencionS I have posted many times to this issue and many other issues using the gear icon and selecting Feedback.  NOTHING ever gets fixed or addressed by the engineers.  It is a wasted use of my time and energy.  I have even left my phone number but nothing ever gets fixed.