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Buy nowHi there, @usernancy.
Thank you for taking the time to post in the Community and sharing your feedback. I'm here to provide some insight regarding the Preferences for sending forms.
Using the Email subject line field, we're able to enter the subject you'd want to show on the email. However, once we send the form to your customers, the program will automatically add the type of transaction before the actual subject that you've set.
As a workaround, you can save your invoice as a PDF and send it via email through your business or other email address.
Here's how:
Once done, attach this file to the email that you'll be sending them outside QBO.
Please refer to the following article for detailed guidance on how to customize the layout of your invoices and other sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.
If there's anything else that I can help you with aside from sending an invoice, please let me know by leaving any comments below. Stay safe!
Thanks for your reply. However, I have sent thousands of emails via QB with customized subject lines. And only starting this Monday 7/18, did QB start altering the subject line upon sending. Prior to Monday, the emails were being sent with the exact subject line I entered.
There must have been some sort of update. Or these a weird bug.
I appreciate you for getting back to us, usernancy.
Let's run some troubleshooting steps to fix this issue.
Try sending an email on an incognito window. It is the best place to identify what causes the email subject to change. You can use these keyboard keys to open one:
If the email subject doesn't change, you can continue to email an invoice on the regular browser and clear the cache.
You can also switch to a different browser like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge to isolate the issue further.
I've also added this article if you want to process invoice payments online: Take and process payments online.
You can always get back to this thread when things arise or if you have concerns sending online invoices.
Neither cache nor incognito mode is not relevant to this bug, which we are observing as well.
When selecting 'Send' or 'Send Reminder' from ACTION dropdown list in Customers view, the email Subject line that is sent is always the literal string:
Invoice - Email Subject
rather than the actual Subject line displayed in the Quickbooks UI, for example:
Invoice 15-1777 from CPR, Inc.
When opening the invoice itself and choosing 'Save and Send', the Subject line is formatted correctly with the invoice number and any other customizations.
There's no reason for these 2 methods of doing the same thing (sending an invoice) to behave differently. And no question this is a newly introduced bug in QuickBooks Online.
It also made us look very foolish to customers because we had no idea QBO was sending the wrong Subject until we happened to get an email forwarded to us to by someone saying "what is this?"
Please respond with confirmation that the bug will be fixed in an upcoming release.
Hello, cpraccounting.
I'll barge in and give some details about what's happening regarding the subject line issue on the sent invoices.
I checked our system and I see that there is a reported case about the subject line on sent invoices. Our engineers are currently working to fix this as soon as possible.
I'm unable to confirm a fix for the next update. However, it would be best to contact our support agents so you'll be added to the list of affected users.
This way, you'll receive updates from our engineers regarding the fixes and other information about the subject line issue.
Here's how to reach them:
Also, take note of our support hours to ensure your needs are catered timely.
In addition, I'd suggest doing the workaround given by AbegailS_.
If you'd like to see your sales and inventory status (if you're using inventory), we can run a few reports in QuickBooks. This article tells us how to utilize such reports: Use reports to see your sales and inventory status.
We appreciate your patience as we're working on getting the emailed invoice formatting back to normal.
In the meantime, I'm always available if you have any other concerns regarding your sales entries or reports. Just reply here and I'll get back to you as soon as possible.
Thanks for the update. Good to hear it's acknowledged as a bug. We'll get ourselves added to the case as suggested.
is there an update?
We appreciate your continued patience while we're working on this for you, @usernancy. I'm here to provide an update about the case.
Upon checking our system, seems like the investigation is still in progress. Rest assured, our product developers are working diligently to fix the issue as soon as possible.
If you haven't notified our Customer Support team about your problem, I suggest reaching out to them. This allows them to add your account to the list of the affected users. Once fixed, you'll receive an email notification from the team.
Let me also add this guide on how to manage sales forms in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Keep in touch if you need more assistance with invoices or QuickBooks in general. The Community is here to back you up. Keep safe.
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