Is it possible to add a field in the text space when emailing an invoice? eg. Dear [First name] which inserts the text from the First name field in the customer record?

Thanks for posting here, graeme6.

May I know where and what text would you like to add? Any additional information you can provide will help me give an accurate solution.

I'm looking forward to your reply.

I am wanting to add a dynamic field in the message section of the sales form when emailing invoice to the client. Similar to the invoice number being automatically added to the subject line. See screen shot where I attempted to add [First name].

Hi graeme,

Thanks for posting in the Community! Let me show you how to add a customer's first name in the Message section. 

1. Click on the Gear icon and select Account and Settings. 
2. Select Sales.
3. Go to Messages.
4. Tick Use greeting and select Dear and First on the drop-down menu. 
5. Select Save and Done. 

Also, I would suggest to login on a web browser to be able to modify your settings with the steps provided above. 

For more detailed information, you can check on this article: How to set up or change customer messages. 

Feel free to drop a comment below if you need further assistance. I'd be glad to help you. 

I logged in via web browser on PC as suggested and noted that Dear and Full Name were already selected. I changed to Dear And First and saved yet that info still doesn't appear when I email the invoice.

Hi graeme,

Thanks for your response. Can we please try to go to settings and try to select Save and Done after you've selected the ideal greeting? Once done, let's do some browser troubleshooting. First thing we'll need to do is to access your account on an incognito window or private mode. A private browser does not store any activities, which is why it's a good idea to use it for any unexpected behavior in the program.

Here are keyboard shortcuts you can use depending on the browser you're using:

• Google Chrome: press Ctrl + Shift + N  
• Mozilla Firefox: press Ctrl + Shift + P
• Internet Explorer: press Ctrl + Shift + P
• Safari: press Command + Shift + N

If it works in incognito or private window, kindly go back to your regular browser and clear your browser's cache. It is a good idea to clear cache, to remove the temporary internet files and to help the application function properly. Please consider using different browser too.

Let me know if you need any help. I'll be around to help you. 

I have tried the following.

Incognito window in browser on PC the DEAR and FIRST fields are included in the email message.

Standard window in browser on PC the DEAR and FIRST fields are included in the email message.

Safari bowser on iPad the DEAR and FIRST fields are included in the email message.

App on iPad does not include DEAR and FIRST fields.

99% of my interaction with QB online is with my iPad App.

Hi graeme,

Thank you for performing the troubleshooting on your browser. Let's try to check on the app store and ensure that the QuickBooks Online mobile app is updated. Once done, please try to open and invoice and click on Save and send to confirm if it is showing the ideal greeting. 

Feel free to drop a comment below if you need any help.