Template for Email Statement Text

Hello there, @Coastal Fliers.

I appreciate your effort in looking for some related posts about your concern. I'll make sure that you'll be able to change it this time.

Here's how:

1. Go to the Sales menu and select the Customer tab.
2. Choose the customer you want to run.
3. Click Edit at the upper right corner.
4. From the Customer information window, change the Email.
5. Click Save once done.

I've also added these articles about emailing an invoice: 

• How to email or print an invoice
• Customize your invoice emails

If there's anything else I can do for you, please let me know. I'll be around to help you out.

Hi Maybelle,

I am not having a problem changing the email text template for invoices.  The problem is when I run statements.  I want to set a template for the email text that is sent with the statement.

Thank you.

Thanks for coming back for more support, @Coastal Fliers. 

Let's edit the customer's email in the Customer Information section so you won't have to manually change them every time you create a template. Here's how: 

1. Go to the Sales menu, then Customers. 
2. Select the customer you need to update.
3. Select Edit.
4. Enter the correct email address in the Email field. 
5. Click Save when done. 

Please note that the update you've made will also be reflected in other areas of your company file including previously sent invoices. Check out this helpful resource for more insights: Edit customer information. 

Should you need to customize your statements, read through this article to see your options: Create and view customer statements. It also includes answers to the most common questions about this topic. 

Feel free to visit us again if you have other concerns. We're always delighted to help you more. 

Criminy ~ it's like you people can't read!  This was a question about text for emails, NOT adding an email address. No wonder it's so freakin' hard for me to find any real answers wasting hours trying to come up with just the right wording of my question only to find the 'answers' don't relate to the original questions.   :-(

Thanks for sharing your feedback about the responses in this thread, HandiChickNW.

Let me make it up to you by sharing the correct steps on how to change the text of the email when sending statements from QBO. Here's how:

1. Go to the Gear icon and select Account and Settings.
2. Proceed to the Sales tab and click Messages.
3. Click the drop-down arrow for Sales form and select Statement.
4. Change the text or body of the email in the Email message section. 
5. Click Save, then select Done. 

Here's an article about this for more details: How to Set Up or Change Customer Messages.

I'd also like to share these additional articles just in case you might need them in the future: 

• Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online
• Email a Sales Form or Report to Multiple Email addresses

Add a reply below or reach out to us anytime you need anything else when working in QuickBooks. We're always here to help and guide you. 

Thank you JenoP.  That is somewhere I would *never* have thought to look for this and no matter how I attempted to word my question in the 'help'/community/support site, I did not come up with an answer that had this information.

It's so frustrating to have to spend hours and hours searching/rewording questions to try and locate answers amongst other users... I miss the good old days of actually having Support persons one could speak with who were thoroughly trained in the company's product.