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Hello there, TrintyYG.
I'm joining this thread so I can share how e-invoice works.
Not all fields in the invoice can be added automatically to the email. We can only include the client's name or company name or the invoice number.
For the custom fields, you'll want to manually enter them before sending the invoices. Once you hit Save and send, you'll see the Send email pop-up. From there, you can add the Reservation and Pick-up date.
Also, you can attach a PDF file when sending an invoice. That way, your clients will see all the details you've added to it including the custom fields. With this option, even if you'll not add custom fields in the email, they can still see them when they view the PDF file.
I've added this article to learn more on how to customize invoices and other sales forms:
Keep on posting if you need more help. Stay safe and healthy!
Welcome to this page, @TrintyYG.
The ability to merge fields in QuickBooks Online is currently unavailable. I appreciate for bringing this to our attention.
In the meantime, I recommend visiting our blog site. This is where we share recent happenings and future developments, such as updates to newly added features.
I’ve attached an article to learn more about creating custom fields in QBO: Create, add, and edit custom fields.
You can count on me if you have any other concerns. Take care.
Hi MadelynC,
Thanks for the reply. I'm a little baffled by your response though. Your answer doesn't explain why fields like [Invoice No.] in the subject area and [customer first name] or [first] next to the email greeting of Dear or To... are able to be merged in from the invoice? Doesn't seem to make sense that some fields can be merged into the emailed invoice or sales receipts while others cannot. I'm not quite sure you know what exactly it is I'm asking for.
Is there an escalation to a higher person or technical support that may have a better response?
Hello there, TrintyYG.
I'm joining this thread so I can share how e-invoice works.
Not all fields in the invoice can be added automatically to the email. We can only include the client's name or company name or the invoice number.
For the custom fields, you'll want to manually enter them before sending the invoices. Once you hit Save and send, you'll see the Send email pop-up. From there, you can add the Reservation and Pick-up date.
Also, you can attach a PDF file when sending an invoice. That way, your clients will see all the details you've added to it including the custom fields. With this option, even if you'll not add custom fields in the email, they can still see them when they view the PDF file.
I've added this article to learn more on how to customize invoices and other sales forms:
Keep on posting if you need more help. Stay safe and healthy!
just a heads up that this issue is not "solved" and i am having the same issue with merge data. I very much need to be able to merge the [description] field from my invoice into the email that accompanies the invoice.
Thanks for joining this thread, marcid520.
I can certainly understand how an ability to merge data from custom fields into sent invoices could be useful and have submitted a suggestion about it as of today.
You can also submit your own feature requests while signed in.
Here's how:
Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by checking out Intuit's Product Updates webpage.
For now, since not all fields can be added automatically to e-invoices and printed ones, you can utilize the steps in AlexV's post to include custom field data on customer invoices.
If there's any questions, I'm just a post away. Have a lovely day!
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