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Is it possible when creating an invoice to add the "Message To Customer" section to the subject line when creating the email once complete?

Forum|Forum|2 years ago
November 21, 2023
1 reply
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Hi everyone as title suggests, I'm using simple start so I don't have access to the workflows and ability to create my own variables to use, but I'm currently using the message to customer to attached the address of where the work was completed at, which is seperate to the billing address, all I'm after is replicating how the invoice auto populates the subject line of the email with your invoice number with this message to customer also? Is this possible and if so what would the variable look like? I'm assuming it would be something like [MessageToCustomer.] If it is possible?

Thanks for any help anyone provides!

QuickBooks Online

Best answer by Ashleigh1

Hello Mgbappliancescare, thanks for posting on the Community page, there wouldn't be a way to automate it which is what you seem to be looking for, you would need to copy and paste it in the subject line each time. It is also a max of 300 characters which might not be enough just so you are aware.

so on the invoice>click save and send> on subject line copy and paste the wording you want>send and close

A

Ashleigh1Answer

Level 14

Hello Mgbappliancescare, thanks for posting on the Community page, there wouldn't be a way to automate it which is what you seem to be looking for, you would need to copy and paste it in the subject line each time. It is also a max of 300 characters which might not be enough just so you are aware.

so on the invoice>click save and send> on subject line copy and paste the wording you want>send and close

M

mgbappliancecareAuthor

Thats a shame but thanks for the reply!

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