How can I edit the email where I acknowledge receipt of payment on invoices? I can edit every other form, but there's nothing about this one email type.

Hello, @landisr.

Sending email in QuickBooks Online is a default set up. What you can do is when creating a Receive Payment you can manually edit the email from there. 

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.

You can also customize invoices to make it look personalize and appealing to your customers. Check out this article to guide you on how. Customize invoice emails.

Feel free to leave your comment below if you have any other questions. Keep safe.

I don’t want to keep editing it for each payment, and I should not have to.

I KNOW I edited a template sometime in the past, because it has my business name at the bottom. The text is weird and repetitive. You can change the invoice email and three others. This one eludes me.

We are non profit. We like to edit the email body message and also payment receipt template should include invoice details not just invoice# after we post the payment against the invoice.  Donor likes to see invoice details ( like what they pledged for). We have different pledges through out the year.  How can I edit this payment receipt template? I must include invoice details, I mean cash applied against which pledges. i appreciate your quick reply. Thank you.

I know the importance of including the invoice details when sending your payment receipts to your donors, @pk7864. That's why I'm here to share details about editing its email body message. This way, be informed of what actions you need to take care of this.

Currently, editing the payment receipt template isn't available. The sales forms that you can edit are Pledge (Invoice), Estimate, and Sales receipt. Once you received a payment, the system automatically generates a receipt. 

As mentioned above, 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 donors. 

Customizing your sales forms is a great way to provide your donors attractive and professional looking pledges. With this, you can add the information that matters most to your business. To learn more about customizing, attaching files, and emailing sales forms in QBO, kindly refer to these articles below: 

• Email and customize sales form
• Customize your invoice emails

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

Thank you for your reply. Looks like, Quickbook Desktop version was much more powerful.  Can you confirm when are you going to make payment receipt template available? Our donors  must know the more details about their pledges/payments etc.  

Currently, editing the payment receipt template isn't available.

Hello pk7864!

Hope you're having a great day!

Yes, editing the receive payment email template is only available in QuickBooks Desktop (QBDT). In QuickBooks Online (QBO), you can only edit the body when you send one.

I know having a template is much more convenient. Our engineers are continuing to do some enhancements in QBO, and I personally believe this should be included in the future cause we already have this in QBDT.

If you have other questions, you can always go back to this thread. Enjoy the rest of the weekend!

Hi - I sent out invoices individually and did exactly this to customize the body of the email sent with the invoice.  I typed an individual message before sending to each customer.  However I'm hearing from customers that none of my messages appear in the email body.  I tested it on myself and sure enough, my hand-typed text in the email body box does not appear and the invoice shows up in the email with no message.  How can I troubleshoot this?

I appreciate your effort in trying to fix this issue before hand, td31020.

I can help let the message from your invoice template appear in the email body when the cusotmer receive your invoice.

Let's try a few troubleshooting steps to isolate this issue about changing the word Estimate to Quotation. There are times when a browser's cache becomes full or damaged. When this happens, issues like this can occur.

To start with, let's try logging in to your QBO account using an incognito or private browser. Since this doesn't store data in the cache, it the best place to isolate browser issues.

Kindly use either of the following shortcut keys:
 

• Google Chrome, press CTRL  + Shift + N
• Mozilla Firefox: press CTRL  + Shift + P
• Internet Explorer: press CTRL  + Shift + P
• Safari: press Command + Shift + N 

If it works on a private browser, I suggest you clear the browsing history of your regular web browser. This will remove previously-stored browsing data that might have caused the issue. Otherwise, you can try using other supported browsers to be thorough.

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

The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead!

Thank you for the reply.  I tried this in Chrome incognito mode, Internet Explorer, and Microsoft Edge.  They all gave me the same result - an emailed invoice without the email body text that I had keyed in each time I sent it.  Any other ideas?

Thanks for keeping me updated with the results, td31020.

The steps that you've tried are the basic solutions to fix the issue with invoice message not appearing. Since you're still getting the same result, it would be best to reach out  you'll want to get in touch with our QuickBooks Care Support. They have the tools to securely pull up you account and help identify the cause and come up with a concreate resolution.

Here's how you can reach us:

1. Go to the Help menu at the upper right.
2. Select Contact Us.
3. Enter your concern.
4. Click Let’s talk.
5. Choose Get a callback. 
6. Type in your contact info.
7. Select Confirm my call.

You can check out this article for our most updated contact information: Support hours and types.

Be sure to get back to me if you have additional questions. It would be my pleasure to help. Have a good one!

Three years on and still no custom template for payment received confirmations.  Any timeline on this?

Hi there, almostincognitpo.

I'll share some insights about custom templates in QuickBooks Online (QBO)

The option to customize the template for payment received confirmation is unavailable in QuickBooks Online (QBO). I can see how this functionality would be beneficial to your business. 

I encourage you to add your vote for this one by sending a feature request in the Feedback section within QuickBooks. Our product development team reviews all the suggestions we receive to meet the needs of our customers.

Here's how: 

1. Click the Gear icon at the top, then select Feedback.
2. Enter your comments or product suggestions.
3. Then select Next to submit feedback.

In case you'll want to know how to record the invoice payments from your customers. Here's an article for the steps on how: How to receive invoice payments.

Additionally, I've added resources that'll help you personalize your sales forms in QuickBooks Online. Doing so helps you add the details that matter most to your business:

• Add, Customize, or Remove Logos on Sales Forms
• Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online

I'm always around to help if you have more questions about customizing templates in QBO. Take care and have a good one!