We recommend adding a line to the email sent to your clients from QuickBooks to inform them about direct debits from Accziom. This can reduce confusion and double payment. 

A sentence along the following guidelines is recommended:

If you agreed to pay us via Accziom when signing the contract and added your card or bank details, please don't make a manual payment for this invoice. You will be advised as soon as your account is debited.

How to Change the Email Template for Invoices in QuickBooks Online

Follow these detailed instructions to update the email template for sending invoices in QuickBooks Online.

Step 1: Log into QuickBooks Online

1. Open your web browser and go to QuickBooks Online.

2. Enter your login credentials and sign in to your account.

Step 2: Navigate to the Custom Form Styles

1. In the left-hand menu, click 'Settings' (gear icon in the upper right corner).

2. Select 'Custom form styles' from the drop-down menu.

Step 3: Edit the Invoice Email Template

1. Locate the invoice template you want to modify in the list.

2. Click the 'Edit' option in the Action column.

3. Navigate to the 'Emails' tab.

Step 4: Modify the Email Message

1. In the 'Message' field, add the following line:

    * If you agreed to pay us via Accziom when signing the contract and added your card or bank details, please don't make a manual payment for this invoice. You will be advised as soon as your account is debited.

Step 5: Save Your Changes

1. Once you've updated the template, click 'Done' to save your changes.

Step 6: Test the New Email Template

1. Create a test invoice to verify the updated email template.

2. Send the invoice to yourself or a colleague to ensure correct formatting and message.