How can i change the invoice reminder template message

I appreciate you sharing your concern here in the forum, unfinishedmusic.

Let me share information to help you personalize the message from your invoice reminders.

In QuickBooks Online, you can set up automatic reminders for your invoices before, during, or after the due date to save time from working manually. Customizing the reminder email template will help you match your preferred date format.

Here's how:

1. Head to the Gear icon.
2. Choose Account and settings, then the Sales tab.
3. Proceed to the Reminders section and click the pencil icon.
4. Select either Reminder 1, 2, or 3 dropdowns.
5. Update the subject line, if necessary, in the Subject line field. We suggest keeping the "reminder" in the subject.
6. Tick Use email greeting checkbox, then choose a greeting and name format from the dropdown fields on the side. 
7. Either construct your own message or utilize the default one in the Email message field
8. Click on Save, then Done.

For more information about managing invoice reminders, review this article: Send invoice reminders automatically or manually in QuickBooks Online.

Moreover, consider checking these resources to help you record and deposit customer payments:

• Record invoice payments in QuickBooks Online
• Record and make bank deposits in QuickBooks Online

Keep me updated in this post if you have additional questions when editing your invoice reminder messages or other related concerns in QuickBooks Online. I'll be around to help.

I need help on this issue, but I have QB Enterprise Desktop!  I have to change the templates EVERY single time and its so time consuming.  Is there a way to change the message as well as choose NOT to show the invoice "links" and balances?  For some reason it never reflects any prepayments made so the customer is always confused to see the original total.

Thanks for joining the Community and getting involved with this thread, SLLFinance.

You can manage payment reminders for invoices from your Customers menu.

Here's how:
 

1. In the top menu bar, go to Customers, then Payment Reminders.
2. Click Schedule Payment Reminders.
3. To add a new payment reminder, hit New schedule and give it a name.
4. Use your Select customer group drop-down list and pick Add New.
5. Add a name for the mailing list, then press Next.
6. Pick which customers you'd like to add to the list and click Next.
7. From your list, hit Add Reminder, then choose how many days before or after the due date to send your reminder from the When do you want to send this reminder? area.
8. Update the message to match your business. To add a new field to populate, select your Insert Field drop-down list.
9. When you're finished, select OK.

You can learn more about working with reminders by reviewing our Create automated payment reminders article.

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Monday!