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bbradley
Level 1

How can I add the invoice # in the subject line when emailing invoices?

How can I add the invoice # in the subject line when emailing invoices?

1 Comment 1
Rose-A
Moderator

How can I add the invoice # in the subject line when emailing invoices?

Helping you add the invoice # in the subject line when emailing your invoices is quick and easy, bbradley.

 

You can customize your invoice template and include the [Invoice No.] on the subject field. Here are the steps to complete the process.

 

  1. Click the Gear icon at the upper right corner and choose Custom Form Styles.
  2. Locate the Standard or Master Template and click Edit.
  3. Go to the Emails tab.
  4. From the Subject field, add the [Invoice No.] after the Invoice word.
  5. Hit Done.
  6. You'll see the invoice # added in the subject line when you email the invoice.
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For more ideas on how to customise and utilise your sale form templates in QuickBooks, you can go through this article: Customise invoices, estimates, and sales receipts in QuickBooks Online. This will give you steps about adding fields as well as changing the colour scheme.

 

If you have any other invoice questions or need anything else in QuickBooks, let me know in the comment below. I'll be more than happy to help you in any ways I can. Have a lovely day!