We appreciate you getting back in the thread, eeikb.
I'll share some steps to help you personalize the email template when sending the Bill Payment Stub.
Customizing email templates for Bill Payment Stubs in QuickBooks Desktop helps promote effective business communication. Here's how:
- Sign in as an admin or user with permission to edit company preferences in QuickBooks.
- Head to the File menu and choose Switch to Single-User mode.
After that, proceed to these steps to create an email template for Bill Payment Stub:
- In the Edit menu, select Preferences.
- Choose the Send forms menu, then the Company Preferences tab.
- Select Email in the Delivery Method Default dropdown.
- In the Email Templates dropdown, pick Bill Payment Stub.
- Click on Add Template and enter a template name.
- Update the subject line and body.
- Include a dynamic data field by selecting the Insert Field option.
- Click Save and then OK from the Company Preferences tab.
Moreover, choose transaction type and then Set default if you want to utilize the template when sending transactions to your vendor.
On the other hand, you might want to review these resources to track and gain valuable insights from your business expenses:
We're just around in the Community if you have additional questions when customizing email templates or other related concerns in QuickBooks Desktop.
