It would be my pleasure to help you thank your clients for their business, @lindak1119. I'll guide you through doing so below: Sending a Received Payment Message From QuickBooks Online, click the Plus (+) icon and select Receive Payment. Select the client, enter a deposit account, and check off the Invoices/Orders you're receiving. Click Save and send at the bottom. The Send Email preview window will appear. Enter the client's Email, a Subject, and a Message. Click Send and close.We also have an awesome guide on customizing customer messages that I'm sure you'll find helpful. I'm including a quick video demonstration of this below: With these instructions, you can let your clients know just how much you appreciate their business. Please touch base with me here should you need any additional assistance, I want to ensure your success. Thanks for coming to the Community, cheers to a productive rest of the week.

Level 7

Question

Is there a way to send to the client a "thanks" when receiving the order or after invoicing?

Forum|Forum|7 years ago
January 15, 2019
2 replies
24 views

No text available

QuickBooks Online

MichaelDL

Level 4

It would be my pleasure to help you thank your clients for their business, @lindak1119.

I'll guide you through doing so below:

Sending a Received Payment Message

From QuickBooks Online, click the Plus (+) icon and select Receive Payment.
Select the client, enter a deposit account, and check off the Invoices/Orders you're receiving.
Click Save and send at the bottom. The Send Email preview window will appear.
Enter the client's Email, a Subject, and a Message. Click Send and close.

We also have an awesome guide on customizing customer messages that I'm sure you'll find helpful. I'm including a quick video demonstration of this below:

With these instructions, you can let your clients know just how much you appreciate their business. Please touch base with me here should you need any additional assistance, I want to ensure your success. Thanks for coming to the Community, cheers to a productive rest of the week.

E

egockel

I'm not seeing a "Save and Send" option on the Receive Payment screen?

A

AntoniettaE

QuickBooks Team

You can choose the Save and send options located in the dropdown menu, Egockel.

QBO operates in a sticky mode, which means it remembers your last selection and uses it the next time you access that feature. If you want to set the save and send option as your default, you can choose it from the dropdown menu.

If the options are still unavailable, you can clear your cache, as old data can cause loading issues in QuickBooks Online. You can also use a different supported browser if necessary.

I’ll share this article in case you want to learn how to send customers summaries of their invoices, payments, credits, and balances: Create and send customer statements in QBO.

If you have more questions about display preference, feel free to reply here or post on the Community page.

E

egockel

Not quite. If I create a new invoice, there's a Save & Send option. But if I'm recording a payment manually, and want to send a 'thank you' email as the original question asked, that's not an option.

I can resend their invoice and change the subject to 'thank you,' but the top of that email still says 'your invoice is ready,' which will just confuse customers.

I'll probably just create my own email and use the 'share invoice' link. Getharvestapp.com has this feature, and they don't increase their prices every year. Is that something you can look into adding?

C

ChristineJoieR

QuickBooks Team

We can utilize the Receive Payment feature and modify the Email Body to personalize the communication with your customers, Egockel.

In the Receive Payment window, start by selecting the desired invoice by clicking its checkbox. This action will show the Record and Send dropdown menu. Click on it to proceed to the Send Email section, where you can manage the email notification for the payment.

Once you're there, go to the Email Body to change the message to "Thank you," then click Send and Close to send this to your customer.

Another important point about the "Your Invoice is Ready" email template is part of the system's default settings. It means we're unable to modify these templates directly within QuickBooks Online.

I've included these resources regarding running your sales report and customizing techniques in QBO that may come in handy:

Additionally, I suggest considering our QuickBooks Live Expert Assisted service to enhance your QBO experience. Our knowledgeable team of experts stands ready to provide immediate support tailored to your business's unique needs.

Stay in touch if you have any other questions or concerns with invoicing concerns in QBO.

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