Want to change the subject line when emailing a estimate or invoice.

Great to have you here in Community, user85451!

I can help you edit the subject line of your email.

You'll need to manually edit it every time you'll send an invoice or an estimate. After clicking on Save and Send when you're about to send the email, you can edit the subject to edit the invoice number and add your customer's name.

Currently, the automated way is currently not available in QuickBooks Online. 

We appreciate if you can send us feedback by clicking on the Gear icon and choose Feedback. This way we'll be aware of the things that we need to add and develop the product.

Keep me posted if there’s anything else you need, I’ll be around to help.

What about for the 2018 Desktop version? We are wanting to add the customer name as well to the subject line. When I try to attempt this in the preferences, I am prompted that "Stock template can't be modified"

Hello @BB Hardware,

The error message prompt happens when you edit the default template in sending your customer's statements. Instead, let's manually create a new template so you can add their name on the SUBJECT field.

1. Go to Edit.
2. Select Preferences.
3. Click Send Forms.
4. Go to the Company Preferences tab.
5. Under Email Templates, select Statements.
6. Click Add template.
7. Enter your customer's name in the SUBJECT field.
8. Select Save.
9. Click OK.

I've got you our Help articles in case you need some reference especially with recording your daily transactions.

You can always get back to here in the Community if you have any other questions.

When does Intuit expect this feature to be automated? It doesn't seem efficient for us to manually enter the customer's company name on each transaction.

Hello @kpersaud,

As of the moment, there isn't an integrated way to automatically fill in your customer's company name as the subject line when sending your sales forms to them. And we're unable to provide the turn around time as to when it'll be automated in the system.

That being said, you can consider reading through our blog site for the new updates rolled out in the system: QuickBooks Online Blog.

Additionally, I've also included this helpful article for the troubleshooting steps in case you'll bump into errors when sending your sales forms: Delivery Errors when trying to email a sales form.

If there's anything else that I can help you with, please let me know in the comments below. I'll be here to lend a hand Stay safe!.

I agree with you "kpersaud" this is exactly what I would like to do as well

[DisplayName] and [CompanyName] are already available in the email greeting as automated field entries - but they would be a much more useful options to add as part of the subject line after [Invoice No.]. 

This is also my gripe. Why isn't there a [Customer Name] code we can use? Invoice Number is enabled. Why can't a Customer Name be enabled too?

Yes!  Seems like the functionality is already there. They just have to enable it for the subject line.

I am trying to edit our company's email template and am not able to do it. I already created our custom template (following the steps you detailed), but it's not allowing me edit the subject line. 

When I click on the subject line and then on Insert Field, the field I choose gets added to the body of the text - not to the subject, as I'd like it to.

How can I get customize the subject line? 

Also, the fields offered in the Insert Field drop down menu are quite limited. There's no option to add just the last name of the client.

Please advise.

Thank you.

You can edit the Subject line of your company's email template, 123134. 

Please know that the choices in the Insert field dropdown button will not display in the Subject line but in the body of the text. Also, the option to add the client's last name is unavailable. 

The instructions for changing the subject line above are accurate. Just make sure that the newly added template is set as the default to see the modifications when sending emails. If needed, you can also make manual edits before sending them.

You'll want to personalize the data of your sales forms. Refer to this article: Use and customize form templates.

Update me by leaving a comment below if there's anything else you need to know about handling emails in QuickBooks. I'll get back to you to share the necessary details and references. Keep safe.

Thanks for replying. 

So is there no way to have the client's name show up in the subject line automatically when sending an invoice (the same way the invoice number shows up in the subject line)?

I appreciate you for coming back to the thread and clarifying your concern, 123134. Please know that there's a way to have the client's name show up in the subject line automatically when sending an invoice in QuickBooks Online. I've got steps to ensure you can achieve this process.

To start with, you can open your created custom template and add the client's name in the subject line field. Then, make sure not to remove the word Invoice from the field to save the changes.

Here's how:

1. Click the Gear icon and choose Custom form styles.
2. Locate the specific template and click the Edit link.
3. Choose the Emails button. Then, go to the Subject box and enter the client's name.
4. Click Done.

On the other hand, you also have the option to perform the process in the Messages section. You can follow the steps below.

1. Click the Gear icon and select Account and settings.
2. Choose the Sales tab.
3. Go to the Messages section and click the pencil icon. Then, enter the client's name in the Email subject line field.
4. Click Save and Done.

Furthermore, please note that the updated info is automatically applied to all invoices. In this case, you need to manually edit the template and modify the name whenever you need to send the transaction to another person. 

In case you need steps on how you can manage the status of your sales transactions like open and paid invoices in QBO, you can read this article: View sales transactions in QuickBooks Online.

If you still have questions about customizing invoices and other related concerns, you can leave a comment below. I’ll be glad to answer them for you,123134. Have a good one.

So if you have 1000 customers, the solution is to create 1000 templates for each customer?

Hello there, KingTours.

Allow me to join the thread and provide additional information regarding the email Subject line for sales forms in QuickBooks Online (QBO).

The Subject line that you set on your template will be applied to all the sales forms you use. However, if you wish to have a different subject line for each transaction for your customer, you can easily modify the subject line before sending the email.

If you encounter any issue while sending sales forms to your customers and want to know how to resolve it, you may find this article helpful: Fix the Delivery Server Down error in QuickBooks Online.

Let me know if you have further questions when emailing your sales forms. I'm here to answer them for you.