Question

When emailing invoices. Subject line saying NEW PAYMENT REQUEST FROM Then says my name not business name. Anyone know how to change thisThanks you

Forum|Forum|1 year ago
December 12, 2024
4 replies
41 views

No text available

QuickBooks Online

If it's the same issue that I was having, you need to turn "AI Suggested Subject" off. When you are previewing an invoice email there should be a little (blue?) icon on the right in the subject line text box that you can click on that will bring up that toggle. Hope that works for you.

M

MoiraskyeT

QuickBooks Team

Hi,@topnotch719.

As our valuable QuickBooks Online User, we always wanted to you to experience seamless transactions for you. And emailing you Invoice is one of our products for you to use run your business.

To successfully change the subject line of your email invoice, the first thing you can do is edit the company name of your QuickBooks account, because after you edit your company name. You will have the option to change the subject line of your email invoice.

Allow me to provide the steps for you to change the Invoice Email Subject Line:

1.) Proceed to Gear Icon.

2.) Select Account and Settings.

3.) Look for Company.

4.) Complete the information you need to fill up.

5.) Once done, you can go ahead to general Info and find business name, click Edit.

6.) Under company name, there will be shown on sales forms and purchase orders connected to the Business Network.

After following these steps, please go ahead and check to your subject line if it was successfully changed.

consider scanning these articles for more guide:

Edit company settings in QuickBooks Online.

Set up and send progress invoices in QuickBooks Online.

Thank you for having time reaching us, if you have any other inquires about our Custom form styles. Please don't hesitate to leave us a comment, and I'll be delighted to assist you.

G

gennieosg

New Member

Is this something that will have to be continuously changed back?? I changed this last year, it was very embarrassing to send that to our clients, and now it is back!!! I didn't catch it and now I just sent a Request for Payment to our client - VERY BAD. I thought once I turned this off it was permanent but now do I have to double-check every single invoice before I hit send? My boss is asking WHY I keep doing this!!!

A

ArielI

QuickBooks Team

I understand how challenging this can be, @gennieosg, especially when it affects your professional client relationship. Let's work together and resolve this matter.

To begin with, please note that the changes you've made should stay unless they have been manually altered. To verify this, you can utilize the Audit Log feature to see who made changes to your books and what they did.

To see that there are changes happening to your settings, let me provide a screenshot as an example.

Then use the Audit log feature to see the changes. Here's how:

Go to the Gear icon and select Audit log.
Select Filter.
Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
Select Apply.

However, if there are no recorded changes, I recommend logging into your QuickBooks Online account using a private or incognito window and attempting to make the change again.

Here are the keyboard shortcuts for opening a private or incognito window:

Safari: Command + Shift + N
Mozilla Firefox: CTRL + Shift + P
Google Chrome: CTRL + Shift + N
Microsoft Edge: CTRL + Shift + N

If the issue persists and the changes continue to be retained, we can take some basic troubleshooting steps to resolve the unusual behaviour. This will help identify if it’s a browser-related issue.

If this works, go back to your regular browser and clear its cache. You can also use another supported browser as an alternative.

Once you have received payments from your customers, it is highly advisable to take the time to accurately record these transactions in QBO.

You are free to click the Reply button if you have further questions or there are still inquiries you want us to solve. Our goal is to ensure that all your concerns are addressed, and we're here to provide support and guidance every step of the way.

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