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custom data fields for email template

I see that QB has pre built data fields for us to use to create an invoice. Is there an option to create our own data field? The situation is we are charging a credit card processing fee if clients choose to pay by credit card. The credit card is already built into the invoice. In the email template, we wanted to write if you wish to pay by check, your amount is $XXX. Which is the amount we charged minus the fee.

1 Comment
QuickBooks Team

Re: custom data fields for email template

It's my pleasure to assist you today, Lindahom19.

 

In QuickBooks Desktop, being able to create your own data field to add message to the email template is a great product suggestion that our engineers would love to hear. For now, what you can do is to manually type in the message that you'd like to add from your email template.

 

To know more about the customizing email templates using pre-built data fields available, you may find this article helpful: Customize email templates in QuickBooks.

 

While this option is not yet available, I encourage you sending this suggestion to our developers through feedback. I'll make sure to do the same thing on my end.

Here's how you can send your request:

  1. Choose the Help menu.
  2. Click Send Feedback Online.
  3. Select Product Suggestion.
  4. Enter your feature request.
  5. Click Send Feedback.

Should you have any other questions with email templates, feel free to leave me a reply below. I'm always here to help.