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R
Rueben1
January 3, 2022
Question

Email Subject line

  • January 3, 2022
  • 1 reply
  • 3 views

Good day,

 

How to change the subject line to pull in from the <Custom> field instead of using the invoice number.

1 reply

G
GebelAlainaMQuickBooks Team
QuickBooks Team
January 3, 2022

Hello there, @Rueben1.
 

I'll be glad to walk you through how to change the subject line to pull in from the field instead of using the invoice number.
 

You can manually edit the subject line upon sending the invoice or by going to the Custom Form Styles.
 

Here's how:
 

  1. Click the Gear icon 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 line you want to show in your email subject line.
  5. Then select Done.


I've also added a Screenshot for visual reference.



To see steps for adding fields as well as changing the colour scheme, you can click here.
 

Please let me know in the comment section if you want to know about Custom Fields in QuickBooks Online. I'll be happy to assist you. Enjoy the rest of the day!

R
Rueben1Author
January 4, 2022

Good morning,

 

Thank you for the response. Unfortunately this does not solve my problem. 

 

I have created a custom field for the invoice using transaction pro, how do I then get the custom field to  populate  the email subject line. I run around 500 invoices per a  month. Each number in the custom field is unique therefore it needs to pull in automatically.

    L
    LeizylMQuickBooks Team
    QuickBooks Team
    January 4, 2022

    Thank you for posting here on the Community page, Rueben1. 

     

    I also like the idea of ​​automatically detecting custom field data in the subject line of an email.

     

    The feature to ​​automatically detect custom field data in the subject line of an email is unavailable. However, you can manually enter the needed information on each box.

     

    You can try looking for the most compatible third-party applications in QuickBooks Online. Here's how:

     

    1. Go to Apps.

    2. Click Finds Apps.

    3. Type a keyword in the Search for an app field.

    4. If you have found the app you're looking for, just click Get App Now.

     

    You can refer to the following article for more information about personalizing and customizing the appearance of your sales forms in QuickBooks Online: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Post a reply if you have other questions about the subject line of invoices in QuickBooks Online. I'll be around to help you out. Enjoy the rest of the day!

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