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pbb2
Level 5

How to change the email message for payment receipts?

 
Solved
Best answer May 21, 2021

Best Answers
ReymondO
QuickBooks Team

How to change the email message for payment receipts?

Thank you for getting back to us, @pbb2.

 

For now, the option to change the default email messages for payment receipts is unavailable in QuickBooks Online (QBO). You have to manually edit its info before sending it to your customers.

 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

Additionally, you can send your own feedback to our Product Development team. This way, they can review your request to help improve your experience in QBO.

 

Here's how:
 

  1. Click the Gear icon at the top and select Feedback.
  2. Enter your comments or product suggestions.
  3. Select Next to submit.

In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. 

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14 Comments 14
TirzahC
QuickBooks Team

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.

pbb2
Level 5

How to change the email message for payment receipts?

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?

ReymondO
QuickBooks Team

How to change the email message for payment receipts?

Thank you for getting back to us, @pbb2.

 

For now, the option to change the default email messages for payment receipts is unavailable in QuickBooks Online (QBO). You have to manually edit its info before sending it to your customers.

 

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

Additionally, you can send your own feedback to our Product Development team. This way, they can review your request to help improve your experience in QBO.

 

Here's how:
 

  1. Click the Gear icon at the top and select Feedback.
  2. Enter your comments or product suggestions.
  3. Select Next to submit.

In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

Please let me know if you need clarification about this, or there's anything else I can do for you. I'll be standing by for your response. 

pbb2
Level 5

How to change the email message for payment receipts?

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

JenHerren
Level 1

How to change the email message for payment receipts?

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

LeizylM
QuickBooks Team

How to change the email message for payment receipts?

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!

AGMrocks
Level 2

How to change the email message for payment receipts?

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

Candice C
QuickBooks Team

How to change the email message for payment receipts?

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! 

AsielCode7
Level 1

How to change the email message for payment receipts?

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

JanbonN
QuickBooks Team

How to change the email message for payment receipts?

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!

AsielCode7
Level 1

How to change the email message for payment receipts?

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

pbb2
Level 5

How to change the email message for payment receipts?

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

lx
Level 1

How to change the email message for payment receipts?

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?

pbb2
Level 5

How to change the email message for payment receipts?

@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.

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