Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
AldrinS
QuickBooks Team

Reply to message

You've come to the right place, CR5.

 

The body of the email you send with statements can be quickly changed with the following steps:

  1. Click Sales on the left navigation menu.
  2. Go to the Customers tab.
  3. Click the Action drop-down menu, then select Create statement.
  4. Make sure the correct customer is selected.
  5. Click Save and send.
  6. Make the necessary changes in the Body field.
  7. Click Send.

 

We also offer this information in our guide on how to create and manage statements for your convenience.

 

That should do it! With these steps, you'll be able to modify your email templates for customer statements like a pro in no time.

 

Keep in touch with me here should you have any additional questions or concerns. I'm always available here for all questions and concerns. Thanks for coming to the Community, cheers to continued success.

Need to get in touch?

Contact us