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Bill reminder template for corporations

in this video tutorial we're taking a look at QuickBooks online and we're going to demonstrate how you can edit the invoice reminder um default email template um it's really easy to do it's just a case of finding it it's a bit buried away in QuickBooks so the first thing you need to do is top right hand corner click on the settings Cog here and then from the dashboard that comes up you want under your company you want top left option which is account and settings and then from the next page that loads up you want sales so that's the second tab here on the left you click that once and it goes into all these settings here the reminders are down near the bottom they're free from the very bottom reminders and then this text here default email message for invoice reminders click that once and then click on the Arrow um that appears here drop down arrow and that brings up the default email template um so I've already edited mine yours will probably look quite different but this is the subject line so this is the title of the email um so you can edit that I've got reminder your payment is now due um you literally click on it type in whatever you want the default subject to be um use email greeting is tipped so my standard greeting I'm going to keep QuickBooks is standard greeting which is dear and then the full name obviously taken from the QuickBooks database for that particular customer obviously you can play around with it a bit and have lots of different options but to me the full name makes the most amount of sense remember if you're sending your invoice reminders individually you will get the chance to double check each one as they go out so you can make a little tweak depending on the customer um and then here is obviously your standard email message so we're sending a reminder to let you know the invoice and then this bit's crucial uh invoice number leave that in and quickbox will input the invoice number for you has not been paid um then you can put in whatever you want I've included the bank details so you put in the bank details or maybe a link to how they can pay online um thank you for your business and then a signature obviously with your uh contact details on so they a they know who it is but B they can then come back to if there's some type of problem you got a little tip box here um if you want a copy of the reminder to come to your quick box email address if not just leave it unticked once you've made all your changes it's a case of clicking save and then on the bottom right hand corner of the next screen click done and that'll save that um I'll show you how to um send a reminder you might get to your invoice tab slightly differently to me I've got mine laid out I use the invoices quite a lot um but when you find the invoice that you want to send a reminder to um you click the arrow that appears over here on the right hand side um and it gives you drop down of all lists um what to do and then one of them is obviously the option to send a reminder it comes up and confirms the invoice number shows you the invoice and then it um it basically gives you the chance to edit um the invoice CLI mine's not working at the moment but basically once that's loaded up and you double check it and are happy with it you literally just click the send button here um and it and it goes off so yeah that's how to edit the um settings for the default email invoice reminder on QuickBooks I've got a few other videos showing you how to get the best out of QuickBooks Online some of those videos will be appearing on screen now so you're welcome to check those out you can also subscribe to this YouTube channel for more thanks for watching