Add customer name to email subject line invoices

Welcome, jolie.lotz@ybs.u. 

It's great to see a new face here in the Community. Let me share some insight on the subject line within the invoice email. 

In order to save the subject line successfully, you'll need to at least have the work "invoice" included in the name. (Example: "Invoice Jolie," or "Jolie invoice.") 

Here's a guide with more details on invoice templates.

If this doesn't benefit your business, I recommend submitting feedback to our Product Developers so they can consider this in QuickBooks Online in the near future. 

Check out our Blog site to keep up with what's new in the system. 

I hope this helps answer your question. If you have any other concerns, don't hesitate to come back. Wishing you and your business continued success! 

I do not remove anything from the existing subject line, leaving default " Invoice # XXXX from " remains.  

If I hand type in client name after pre-populated text, it remains and works, but I would have to hand type every time.  I need to know field names that will work in this area, as I have tried same field descriptors used within existing QB forms including fields that work perfectly within default Invoice verbiage    ...

Invoice 612593 from XXX   [customer display name]  when email is delivered, it looks exactly like this  it does not populate with client company name or display name.  I have tried several other field descriptors to map to subject line with same result.

All QB templates are outdated, archaic looking, and dysfunctional. 

Thanks for the link, Candice

I have already reviewed all template info on QBO site and googling many times, before I posted here.

Perhaps you can test method you offered and see if it works on your end.

For now I will continue hand typing edits to subject line. 

2023, still can't be done.  I hope I saved the next person time.  I'll try again in 2024.  Outrageous!

I agree, they dont allow you to use custom fields unless you pay more for quickbooks essentials and you cannot even use the custom fields in email templates? dissapointing