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paul82
Level 3

Hi AllIn 2025, can QB add variables in reminder email templates, I know [invoice no] works but it would be handy to have [invoice date and [invoice due].

I would like to send an email reminder that can add certain basic variables. I cant seem to do it by just adding [Invoice Date} variable similar to [invoice no.] that does work. Is this possible yet?

1 REPLY 1
GenmarieM
QuickBooks Team

Hi AllIn 2025, can QB add variables in reminder email templates, I know [invoice no] works but it would be handy to have [invoice date and [invoice due].

Adding variables such as Invoice Date and Invoice Due Date in invoice email reminders is currently unavailable in QuickBooks Online (QBO), paul82.

 

Please know that we value user insights on how to improve existing features or add new ones. With that, I encourage you to send feedback to our product engineers so they can review your suggestion and consider it for future updates. Here’s how:

 

  1. Select the Gear icon, then choose Feedback.
  2. Type in your product suggestions.
  3. Select Next to submit.

 

As a workaround, until QuickBooks supports invoice date and invoice due variables in email templates, you can manually add this information in the email body of your invoice reminders.

Reminder1.pngreminder2.png

You can also change the online delivery format to Plain text in the Account and settings. This allows your customers to see complete invoice details including Invoice No., Date, Due Date, Terms, and Amount Due when they receive your invoice reminder email.

I've included a screenshot below for reference:

reminder6.png

To do this:

 

  1. Go to the Gear icon, then click Account and settings.
    reminder3.png
  2. Hit the Sales tab and look for the Online delivery.
    reminder4.png
  3. Click on the pencil icon, then choose Plain text under the dropdown arrow.
  4. Once finished, click Save and Done.
    reminder5.png

 

Once settled, you can check out this article on managing your customer payments. It covers receiving payments for invoices: Receive invoice payment.

 

The Community is always here if you need anything else.

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