Include Project on Invoices

Hello LovePS,

Thanks for sharing the details of what you're looking for when it comes to invoicing from and for your projects. It sounds like what you're saying is you'd like for QuickBooks Online's invoices to indicate somewhere where they're for a specific project and you'd also like to see that detail in the subject line of the email.

These are great suggestions! As you've noticed, right now the invoices sent from the program include the customer's name, but not that of the related project. If you've got a customer that's not only working with you on a project, I can see how that would be confusing.

It sounds like you've come up with a workaround that's working, even if it is a bit clunky. I encourage you to both continue using that workaround as well as submit your comments about this feature using the Feedback feature in the Gear icon. The comments left there are forwarded to our product development team for consideration in future updates and I want to assure you that we're always on the lookout for way to enhance the usability of the program.

Please let me know if there's anything else I can do for you in the meantime. Have a great rest of your day!

To QB,

  If QB won't provide the project fields as an option in the invoices templates, then at least provide the ability to assign an invoice template to a project.

Regards

Louay Farag

Hi Louay. Your feedback is valuable and it's important your voice is heard. I recommend sending this feedback to our engineers by clicking the Gear icon and looking for Feedback. New product ideas and improvements are based on the feedback we get from users like you. Let me know if you have questions.

Hi

I have the same issue...has a solution been proposed from QB

Bob

Hi Wingrider3497, 

Welcome to the Community! I can see how having the project name displayed on the invoice would be useful to both yourself and your customers. If this is something you'd like to see included in the program, I recommend submitting Feedback to our product development team. They take the feedback received from customers like you into consideration when preparing future updates, and the more customers they have asking for a particular feature, the more likely they'll prioritize it. Here's how you can submit feedback from within your QuickBooks Online company:

• Navigate to the Gear icon at the top right of the screen, then click Feedback.
• Enter your comments or product suggestions then select Next.
• You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
• From the drop-down, choose the appropriate category, then select Send message.

Have a great evening!