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JWI
Level 1

Email invoicing

For QB Pro 2018, when I invoice via e-mail, the subject line says "Invoice From 'Shell'". How do I replace 'Shell' with my company name?

1 Comment 1
FritzF
Moderator

Email invoicing

Hi there, @JWI.

 

It's nice to see you here in the Community. I can help change the subject of your email when sending an invoice in QuickBooks Desktop (QBDT).

 

You can customize your email template and change the subject line with your company name. This can be done through your Company Preferences and I'm happy to show you how.

 

Before we proceed, you must log in as Admin or have the permission to modify company preferences and the company file needs to be in a Single User mode. To customize your email template, here's how:

 

1. Go to Edit menu at the top, then pick Preferences on the drop-down.
2. Choose Send Forms on the left panel, then click the Company Preferences tab.
3. Select E-mail as Delivery Method Default, then pick Invoice on the Email Templates drop-down.
4. Click Add Template, then you can now customize the Subject line of the invoice.
5. Once done, select Save.

 

I also attached some sample screenshots for your visual guide.

 

 

 

For future reference, you may visit this article for further guidance: Customize email templates in QuickBooks.

 

That's it! Please let me know how it goes or if I can be of additional assistance. I'll be here if you have any follow-up questions. Wishing you and your business continued success!

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