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S
SN2025
November 11, 2025
Question

Bill Payment Stub email template

  • November 11, 2025
  • 1 reply
  • 21 views

Hello,

How do i create an dynamic email template for vendors when bills are paid? 

i did these steps, but cannot see Main email, payment date, Reference # in the dop down insert field

Edit - Preferences - Send Forms - Company Preferences - Bill payment stub - New Template

 

i was also unable to insert any dynamic field in the subject line itself. 

Please assist.

-Sowmya

 

 

1 reply

C
continea
Level 5
November 11, 2025

Hello SN2025,

 

Welcome to the QuickBooks Community! You are on the right track! To make changes to the subject line, you would follow these steps below:

 

  1. In the Edit menu, select Preferences.
  2. Choose the Send forms menu, then the Company Preferences tab.
  3. Select Email in the Delivery Method Default dropdown.
  4. In the Email Templates dropdown, pick Bill Payment Stub.
  5. Click on Add Template and enter a template name.
  6. Update the subject line.
  7. Click Save and then OK.

 

Additionally, you can use the template by ticking the Default box next to the Bill Payment Stub field if you want to use it going forward. I would like to verify some information, though. Are you signed in as an admin or a user with permission to edit company preferences in QuickBooks, including Single User Mode? At times, this can limit the ability to make changes to templates. 

 

I look forward to your response! See you soon. 

S
SN2025Author
November 12, 2025

Thanks for your notes. i just did the same before reaching out to you. I had singed in as single user mode but not as admin. The dynamic fields were not picking information as expected. There was no option to choose email address, payment date and reference #. how can i add it in the list of fields so i can choose for the template?

C
Candice14
Level 8
November 12, 2025

Hey there, @SN2025. 

 

Thanks for reaching back out and giving some additional information to us. 

 

As reviewing the details you gave, we recommend submitting feedback to our Product Developers. We understand how frustrating it can be not having certain customization features in QBDT. Let's send over some feedback so that they can consider this in the near future for you and other users. Here's how: 

 

  1. Go to the Help menu. 
  2. Choose to Send Feedback Online. 
  3. Enter your suggestions. 
  4. Follow the rest of the onscreen instructions to successfully submit that feedback. 

 

As a future reference, check out this guide about using and customizing form templates.  

 

Feel free to ask any other questions you have about your QuickBooks Desktop account. We're always here to help. Take care! 

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