Is there a way to send to the client a "thanks" when receiving the order or after invoicing?

It would be my pleasure to help you thank your clients for their business, @rshlesinger.

I'll guide you through doing so below:

Sending a Received Payment Message

1. From QuickBooks Online, click the Plus (+) icon and select Receive Payment.
2. Select the client, enter a deposit account, and check off the Invoices/Orders you're receiving.
3. Click Save and send at the bottom. The Send Email preview window will appear.
4. Enter the client's Email, a Subject, and a Message. Click Send and close.

We also have an awesome guide on customizing customer messages that I'm sure you'll find helpful. I'm including a quick video demonstration of this below:

With these instructions, you can let your clients know just how much you appreciate their business. Please touch base with me here should you need any additional assistance, I want to ensure your success. Thanks for coming to the Community, cheers to a productive rest of the week.

I'm not seeing a "Save and Send" option on the Receive Payment screen?

I'm not seeing a "save and send" option on the Receive Payments screen?

You can choose the Save and send options located in the dropdown menu, Egockel.

QBO operates in a sticky mode, which means it remembers your last selection and uses it the next time you access that feature. If you want to set the save and send option as your default, you can choose it from the dropdown menu.

If the options are still unavailable, you can clear your cache, as old data can cause loading issues in QuickBooks Online. You can also use a different supported browser if necessary.

I’ll share this article in case you want to learn how to send customers summaries of their invoices, payments, credits, and balances: Create and send customer statements in QBO.

If you have more questions about display preference, feel free to reply here or post on the Community page.

Not quite. If I create a new invoice, there's a Save & Send option. But if I'm recording a payment manually, and want to send a 'thank you' email as the original question asked, that's not an option.

I can resend their invoice and change the subject to 'thank you,' but the top of that email still says 'your invoice is ready,' which will just confuse customers.

I'll probably just create my own email and use the 'share invoice' link. Getharvestapp.com has this feature, and they don't increase their prices every year. Is that something you can look into adding?

We can utilize the Receive Payment feature and modify the Email Body to personalize the communication with your customers, Egockel.

In the Receive Payment window, start by selecting the desired invoice by clicking its checkbox. This action will show the Record and Send dropdown menu. Click on it to proceed to the Send Email section, where you can manage the email notification for the payment.

Once you're there, go to the Email Body to change the message to "Thank you," then click Send and Close to send this to your customer.

Another important point about the "Your Invoice is Ready" email template is part of the system's default settings. It means we're unable to modify these templates directly within QuickBooks Online.

I've included these resources regarding running your sales report and customizing techniques in QBO that may come in handy: 

•  Run reports in QuickBooks Online
•  Customize Reports In QuickBooks Online

Additionally, I suggest considering our QuickBooks Live Expert Assisted service to enhance your QBO experience. Our knowledgeable team of experts stands ready to provide immediate support tailored to your business's unique needs.

Stay in touch if you have any other questions or concerns with invoicing concerns in QBO.

Sorry, my screen doesn't look like that, there is no Send option, and it says save, not Record. More like the screen in this video

https://quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/record-invoice-payments-qui...

My screen looks different from that, there's no Send option. And it says Save, not Record. More like the one shown in this video

https://quickbooks.intuit.com/learn-support/en-us/help-article/invoicing/record-invoice-payments-qui...

Hi there, 

The screenshot that my colleague provided is the new user interface when creating a receive payment transaction. It will be available to all users soon.

After sending them the appreciation letter, you can consider putting the payments into the Undeposited Funds account before you combine them into your bank.

Please feel free to reply if you have additional concerns with QuickBooks Online. We're always ready to help.

Why wouldn't you use a screenshot from the existing application if you're trying to explain how to do something?

Anyway, I don't have that option (see attached), for https://qbo.intuit.com/app/recvpayment Perhaps that option is also only in the new UI?

 

Thank you for sharing additional screenshots, @egockel. They help us address the issue of visibility for the Save and send button on the Receive Payment screen's user interface.

My colleague, @MarkAngeloG, has updated his response with a video to assist you. It demonstrates how to view the Save and send button and addresses your second question. The option was already available for both new and old user interfaces. Please ensure that after selecting a customer, you choose (by ticking the box) the specific invoices and credits as suggested above.

If the issue persists, I recommend contacting our Live Support team so they can further investigate using their advanced tools in a secure environment. Here's how:

1. Click (?)Help on the upper right.
2. Go to Search and then select Contact Us.
3. Choose Customer and vendor payments.
4. Enter your concern and select one of these options: Appointment, Chat, or  Callback.
5. Follow on-screen instructions to get live support.

Please check our help hours for more information on our support availability.

You can also find the Invoices and Receive Payments report useful for checking which invoice and credit records have been linked when logging customer payments in QuickBooks.

Please let us know if you require further assistance, and we will gladly help you at the earliest opportunity.