How do I edit the e-mail message on customer's statements in QB Premier Plus Edition 2021?
We're using QB Premier Plus Edition 2021.
Twice a month, I send out statements. I use the e-mail message currently in the Statement program for the statements sent out at the end of the month. Mid-month, I send out a statement that is basically asking for our customers to check their records as opposed to asking for payment, see if our records match, contact us if they need an invoice, etc.
The mid-month statement requires a different e-mail message. I usually type it in for each statement. How do I set up a template for the e-mail for the mid-month statements?
In QuickBooks Desktop (QBDT), you can add multiple emails but can only use one default when sending transactions like statements. Thus, you can change the default email during the mid-month when sending out statements.
Here's how to add an email for sending sales transactions:
Go to the Edit menu, select Preferences.
From the My Preferences tab, click Send Forms.
Select WebMail and click Add.
Choose your provider from the drop-down and enter your email address.
Ensure that the Use Enhanced Security checkbox is checked.