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Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

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Replying to:
Jelayca V
QuickBooks Team

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I've got you covered, @LBSL. We can navigate to Account and settings to personalize your communication with customers for statements in QuickBooks Online (QBO), @LBSL. I'd be glad to walk you through this process.

 

Here's how:

 

  1. Click on the Gear icon, then Account and settings.
  2. Navigate to Sales, then click the Edit icon under the Messages subsection.
  3. From the Sales form dropdown, select Statement.
  4. Enter your new default statement message in the Email message field.

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  5. Hit Save, then Done to finalize the changes.

 

Once you've updated the message, you can send statements to your customers to remind them of their outstanding balances, due dates, and deadlines.

 

Once your customers pay their outstanding balances, we can proceed to use the Receive Payment feature in QuickBooks to document the transactions and balance your accounts accurately.

 

To enhance your QuickBooks experience, consider collaborating with our QuickBooks Live Expert Assisted team. These experts can help you manage your sales forms, transactions, and payment processes while guiding you to keep your books accurate.

 

Don't hesitate to click the Reply button below if you have further questions about statements or other sales forms in QuickBooks. We'll always be here in the Community to help.

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