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TrintyYG
Level 1

I have added two custom fields to my invoices (Reservation & Pick-up date). I would like both fields to be merged into my sent invoice email, like [customer first name]?

Like any mail merge, fields are labeled [name] or [date], etc. I thought listing my custom fields as [Custom-1] & [Custom-2] would work but it's not filling in these dates. I just need to know how to properly list the merge field ID. Please help?
Solved
Best answer May 15, 2020

Best Answers
AlexV
QuickBooks Team

I have added two custom fields to my invoices (Reservation & Pick-up date). I would like both fields to be merged into my sent invoice email, like [customer first name]?

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.

  1. Go to the Gear icon and select Custom form styles.
  2. Find the invoice template you're using and click on Edit.
  3. From the Emails tab, check PDF Attached and click Done to save it.

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!

View solution in original post

3 Comments
MadelynC
QuickBooks Team

I have added two custom fields to my invoices (Reservation & Pick-up date). I would like both fields to be merged into my sent invoice email, like [customer first name]?

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.

TrintyYG
Level 1

I have added two custom fields to my invoices (Reservation & Pick-up date). I would like both fields to be merged into my sent invoice email, like [customer first name]?

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?

AlexV
QuickBooks Team

I have added two custom fields to my invoices (Reservation & Pick-up date). I would like both fields to be merged into my sent invoice email, like [customer first name]?

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.

  1. Go to the Gear icon and select Custom form styles.
  2. Find the invoice template you're using and click on Edit.
  3. From the Emails tab, check PDF Attached and click Done to save it.

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!

View solution in original post

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