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July 29, 2023
Question

Can we set up a payment thank you similar to what you receive when QB receives your monthly payment?

  • July 29, 2023
  • 1 reply
  • 0 views
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1 reply

Level 6
July 31, 2023

Hello marsha17,

 

Thanks for joining the QuickBooks Community. QuickBooks is a versatile program that's designed to help make your accounting easier. I'll be happy to share more info and steer you along the right path. 

 

The program provides the flexibility that allows you to edit the body of the email to add a "Thank you" text when sending the payment receipt. Here's how:   

 

1. Go to +New and select Receive Payment. 

2. Click on the client's name to open their details, enter the required info and select the invoices you're receiving the payment for.

3. Click Save and send at the bottom. The Send Email preview window will appear and in the Body section, add the thank you message or customize a message according to your preference. 

4. Click Send and close. 

 

Our app store: apps.com offers applications that can provide more customer management options that include thank you note etc. I recommend browsing on the app store when you have a moment to spare. Otherwise, let me know if this info helps. I'll be one message away in case you have other questions.