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Level 1

Using custom fields in custom email template

I have created custom invoices and custom email templated in QBDT. I have named one email template 'Balance Due' so I can sent customers updated balance notices. I have added fields 'Payments/Credits' and 'Balance Due' fields to my custom invoices. I need to add these custom fields to my email template to show the customer their payments and balance. 

I have searched numerous threads and haven't found the answer. Please advise!

1 Comment 1
Kristine Mae
QuickBooks Team

Using custom fields in custom email template

I'll share how the custom fields work in QuickBooks, Mikesut.


These fields will only show in the invoice template or transaction and not in the email template. 


You'll want to enter the info in the email's body manually as a workaround. 


I'll also add the article about customizing templates as a future reference: Use and customize form templates.


Feel free to let us know if there's anything else that we can do for you. We'll be right here to help you.

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