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nwaggoner
Level 1

Trying to customize the msg that goes out when i send a payment receipt. there is no option in the company settings/form styles to do this

Trying to customize the msg that goes out when i send a payment receipt. there is no option in the company settings/form styles to do this. it has to be possible to set it instead of changing the set message/subject line every time I send a payment receipt. i am looking at payment receipt, not sales receipt.
5 Comments 5
LollyNino_C
QuickBooks Team

Trying to customize the msg that goes out when i send a payment receipt. there is no option in the company settings/form styles to do this

Hi there, @nwaggoner

 

Welcome and thank you for posting here in the Community. 

 

I understand how you'd want to expand the customization option on payment receipts. Let me help you with it.

 

Here's how:

  1. Click the Gear icon at the upper right corner and choose Custom form styles.
  2. Locate the invoice template you're using and click Edit.
  3. Go to the Content tab.
  4. Click the upper part of the template or the Header.
  5. Select the Form numbers.
  6. Hit Done.

For an overview of customizing transactions, I recommend the following article on how to customize invoices in QuickBooks online

 

I'll be here if you have other questions about customizing templates in Quickbooks, I'll be here to help. Have a good one!. 

nwaggoner
Level 1

Trying to customize the msg that goes out when i send a payment receipt. there is no option in the company settings/form styles to do this

there isn't a template for payment receipt

KlentB
Moderator

Trying to customize the msg that goes out when i send a payment receipt. there is no option in the company settings/form styles to do this

Hi there, nwaggoner.

 

I understand that you need to customize the message on the payment receipts. Currently, we can only create custom templates for invoices, sales receipts, and estimates in QuickBooks Online.

 

Your suggestions and ideas will really help us understand what our customers want, need, and expect. Rest assured, I'll take note of this to help improve your QuickBooks experience.

 

For now, you'll want to consider downloading the invoice payment as a PDF file so you can further personalize its message. Then, send it outside QuickBooks Online. Here's how:

 

  1. Select Sales from the sidebar menu.
  2. Go to the All Sales tab.
  3. Locate and open the appropriate invoice payment.
  4. Click Print at the bottom, then click the Download button, then save the file on your computer.
  5. Open the file and customize the message.
  6. When you're done, manually email the receipt to your customer.

Alternatively, you can visit our QuickBooks App Center or go to the Apps menu to find a third-party application that can customize payment receipts according to your business needs.

 

I've also included an article below to help design and add specific information to your other sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If you need more help in handling your other business transactions, please don't hesitate to add a comment below. I'm always here to back you up.

KPCW Radio
Level 1

Trying to customize the msg that goes out when i send a payment receipt. there is no option in the company settings/form styles to do this

I too would like to be able to send out a customized email with the payment receipt when thanking my customers for payment. 

MaryLandT
Moderator

Trying to customize the msg that goes out when i send a payment receipt. there is no option in the company settings/form styles to do this

I can help you add a message to the payment receipt, KPCW Radio.

 

You have the option to use the Memo field for the message if you're using the Receive payment function. The same goes with the Sales receipt form.

 

 

For now, you can customize the body template of the email for invoices and sales forms. Check out this article for a tutorial: How to Customize Invoices and Sales Forms.

 

I'm adding these links for future guide:

 

If you want this feature to be available in QuickBooks, you can send a request. Let me show you how:

 

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

Your valuable feedback goes to our Product Development team to help improve your experience. You can track feature requests through the QuickBooks Online Feature Requests website.

 

Keep me posted if there's anything else I can help you with customizing a message when sending a payment receipt. I'll be around to help you.

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