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dawngonyeau67-gm
Level 1

Has anyone figured out how to edit the inappropriate auto generated email comment in the payment reminder email to the customer? And to make it default.

This is the auto generated reminder email that would be sent to my customer.
This is a reminder that this invoice was due 10-09-2024 and is now 14 days overdue. Please settle the outstanding $***.xx balance at your earliest convenience. We aim to build a healthy business relationship with you. If you're facing an emergency or hardship, please communicate this ASAP at  " business name"  
1 Comment 1
RhoiceW
QuickBooks Team

Has anyone figured out how to edit the inappropriate auto generated email comment in the payment reminder email to the customer? And to make it default.

You can edit the email message by going to your Account and settings in your QuickBooks Online (QBO) account, Dawn. I'd be glad to provide you the steps on how to do so.

 

QuickBooks lets you edit those auto-generated payment reminder emails, so you can make them sound just the way you want.

 

Here's how:

 

  1. Go to the Gear icon, then select Account and settings.
  2. Click on the Sales tab.
  3. Under the Reminder section, click the pencil icon to edit
  4. To edit the email message, click the dropdown button.
  5. Once done, click Save and then Done.image.png
     

 

Also, if you’d like, you can set up automatic invoice reminders to be sent out on a schedule.

 

Additionally, you can personalize and add specific information to your sales forms at any time in QBO.

 

Don't hesitate to comment if you still have concerns about managing your invoices. I'm here to help. Take care.

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