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Heidelberg Printers
Sep 27, 2019 12:03 AM UTC
Question

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

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

Want the Estimate no. and die Customer name in the subject box.

    14 replies

    IntuitJamesLowell
    Sep 27, 2019 12:03 AM UTC

    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.

      BB Hardware
      Feb 6, 2020 8:06 PM UTC

      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"

      JonpriL
      Feb 6, 2020 9:39 PM UTC

      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.

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