Where can I add a file number and subject to an invoice template??

I’m glad to see you in the Community, linda-kevinpcare.

We’ll have to use the Custom field feature to add the file number on the invoice template. Let me help make sure the process is a breeze for you.

Here’s how:

1. Tap the Gear icon in the upper right and select Custom form styles under Your Company.
2. Press the New style drop-down to choose Invoice.
3. This will take you to the Create invoices that turn heads and open wallets page.
4. Navigate to the Content tab and click the template’s header to see the Custom fields option.
5. Then, tick one of the boxes and enter your desired name in the field.
6. Click Done to keep the changes.

When you create an invoice, manually add the number you wish to use in the file number field. Also, the subject line is built-in in the template. You’ll have to choose the Save and send option to see it.

For more insights into this process, see the following article. It provides an overview on how to personalize the appearance on sales forms and email messages: Customize invoices, estimates, and sales receipts.

If you wish to tailor the transaction numbers, this link will guide you through the process. It includes an online tutorial for visual reference: How to change the invoice number on sales forms.

Keep me posted in the comment section if you need help with QBO. I’ll jump right back in to assist further. Enjoy the rest of the day.