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Jun3
Level 1

Can we include a field like [Customer Name] in the email message setting so every email will be sent with the respective Customer company name on the email subject line?

 
Solved
Best answer December 21, 2021

Best Answers
ReymondO
QuickBooks Team

Can we include a field like [Customer Name] in the email message setting so every email will be sent with the respective Customer company name on the email subject line?

Hey there, @Jun3.

 

The option to add another field to your invoice email message is unavailable in QuickBooks. As suggested above, you have to manually enter the specific customer/company name in the subject line in the Custom Form Style Settings.

 

Aside from the steps provided above, there is an easier way to edit the invoice's subject line. You can do it before sending the transaction to your customers. Just directly change the Subject details in your email invoice before clicking Send and close.

send invoice.PNG

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

The Community always has your back, so please let me know if you have any other questions. I'll be more than happy to help. Keep safe.

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javy1103
Level 1

Can we include a field like [Customer Name] in the email message setting so every email will be sent with the respective Customer company name on the email subject line?

@Jun3 I have been looking for something similar and have come across more people asking for the feature since 2017. My suggestion is to use xero.com. There you are able to customize your email templates with variables like month, customer and other data rather than following the suggestion they offered here which is basically to create and email template for every customer for every month which is pretty stupid. Any lesser known company could what you are asking in the blink of an eye and this people have seen this feature requested for years now. My guess is they will never add that feature.

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9 Comments 9
AileneA
QuickBooks Team

Can we include a field like [Customer Name] in the email message setting so every email will be sent with the respective Customer company name on the email subject line?

Hi there, Jun3. 

 

Thank you for reaching out in the Community. Yes, you can customize the email message and add their name from there. I'll show you how to do it: 

 

  1. Go to the Gear icon.
  2. Under YOUR COMPANY, select Accounts and Settings.
  3. Choose Sales.
  4. On the Messages section, click the Pencil icon. 
  5. Below the Sales form menu, select Invoice.
  6. Enter the following text as your email subject line: Invoice [Invoice No.] and/or your customer company name. 
  7. Select Save.
  8. Tap Done

 

You can check out the Customise invoices, estimates, and sales receipts in QuickBooks Online article for additional resources. It contains complete information on how to change the layout, design, and data fields that show on the invoices.  

 

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand. Stay safe!

Jun3
Level 1

Can we include a field like [Customer Name] in the email message setting so every email will be sent with the respective Customer company name on the email subject line?

Hi Ailene, 

 

We have more than 1 customer and want this setting to apply automatically to every customer. So similar to [Invoice No.] , is there a [Customer Name] or what is the placeholder for us to use so QBO will apply and insert the correct invoice no. & company name automatically? Your suggestion seems to mean that we have to type the specific customer/company name in the subject line in the Settings. 

ReymondO
QuickBooks Team

Can we include a field like [Customer Name] in the email message setting so every email will be sent with the respective Customer company name on the email subject line?

Hey there, @Jun3.

 

The option to add another field to your invoice email message is unavailable in QuickBooks. As suggested above, you have to manually enter the specific customer/company name in the subject line in the Custom Form Style Settings.

 

Aside from the steps provided above, there is an easier way to edit the invoice's subject line. You can do it before sending the transaction to your customers. Just directly change the Subject details in your email invoice before clicking Send and close.

send invoice.PNG

I can see how this option would be helpful for you and your business. Therefore, let me take note of this as a suggestion to improve your QuickBooks experience.

 

In the meantime, I recommend visiting our Firm of the Future site. This is where we share recent happenings and future developments, such as updates to newly added features.

 

The Community always has your back, so please let me know if you have any other questions. I'll be more than happy to help. Keep safe.

View solution in original post

CS2021
Level 1

Can we include a field like [Customer Name] in the email message setting so every email will be sent with the respective Customer company name on the email subject line?

I really need this feature!!! I have one client who represents several legal entities, they have a monthly recurring invoice for each one. They have asked for the legal entity to be in the subject line so they can reallocate the invoice easily. This is just not possible on Quickbooks which means I have to create over 40 invoices individually every month. 

Can you please add the feature to pre-populate the subject line with the CompanyName like you can on the greeting? or at least allow the facility to create several Invoice templates so I only have to do it once. 

CS2021
Level 1

Can we include a field like [Customer Name] in the email message setting so every email will be sent with the respective Customer company name on the email subject line?

Thank you for your advice but this only amends the template which is used across the board for every client/ customer. (unless I have misunderstood) Is there a feature to be able to make several Invoice email templates to accompany an invoice? I need the subject and content of the email to state the client/ customer name. 

AileneA
QuickBooks Team

Can we include a field like [Customer Name] in the email message setting so every email will be sent with the respective Customer company name on the email subject line?

I appreciate your input from every angle, CS2021. 

 

You can use our Custom Form Styles feature to make several invoices email templates. From there, you can manually input the specific subject and content of the email to state the client/customer name in the subject line in the Custom Form Style Settings. 

 

Though, I understand how the workflow you're looking for is beneficial to your business. To ensure your voice is heard, I can pass along another feature request on my end. 

 

The more request this gets, the more likely it'll be part of future enhancements. We always value customers who are keen to give us their feedback. I’ll be sure to follow-up on this matter with our managerial team. This way, they could come up with the appropriate course of action to improve QuickBooks as soon as possible.

 

For the time being, you can visit our blog and sign up to our Newsletter. This way, you’ll receive email updates about new changes in the product. Our developers get inspiration from customers, so your voice makes a huge impact. 

 

Please know that our doors are open for any additional concerns about QuickBooks. Just leave us a message below, and I'll ensure to take care of them. Stay safe!

LT23
Level 1

Can we include a field like [Customer Name] in the email message setting so every email will be sent with the respective Customer company name on the email subject line?

I AGREE! Hundreds of invoices every month that I now need to type the customer name in every time. 

I'm sure this is a simple programming link to auto fill a customer name.

please do it asap! 

Rea_M
QuickBooks Team

Can we include a field like [Customer Name] in the email message setting so every email will be sent with the respective Customer company name on the email subject line?

I can see how the benefit of being able to add another field to your invoice email message would aid you in sending your transactions with QuickBooks Online (QBO), @LT23.

 

We take customer suggestions as opportunities to improve the various features within our products. Therefore, I would encourage you to send suggestions or product recommendations.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process. 

 

I've attached screenshots below that show the first four steps.

 

Additionally, here's an article that'll further guide you in managing all your transactions and sales forms using QBO: QuickBooks Help Articles. You can click the + More topics button to view other selections. Then, utilize some video tutorials to learn your way around QuickBooks.

 

Please know that you're always welcome here in the Community if you have other reporting concerns and questions about managing your sales taxes in QBO. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @LT23.

javy1103
Level 1

Can we include a field like [Customer Name] in the email message setting so every email will be sent with the respective Customer company name on the email subject line?

@Jun3 I have been looking for something similar and have come across more people asking for the feature since 2017. My suggestion is to use xero.com. There you are able to customize your email templates with variables like month, customer and other data rather than following the suggestion they offered here which is basically to create and email template for every customer for every month which is pretty stupid. Any lesser known company could what you are asking in the blink of an eye and this people have seen this feature requested for years now. My guess is they will never add that feature.

View solution in original post