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July 20, 2023
Question

Is it possible to add a custom field to a sales form email header?

  • July 20, 2023
  • 1 reply
  • 0 views
I would like to add a custom field to the email title in a similar way that the invoice no is added by referencing the field name [invoice]

1 reply

July 20, 2023

Hi leanne-farrell-t,

 

Thanks for posting in the Community! As of the moment, we don't have an option to add a custom field to sales form email subject or header. As a workaround, you can manually change the subject on the invoice before you send it.

 

I'd recommend you log this feedback in QuickBooks Online which goes directly to our product team for review and to help improve your experience in QuickBooks Online. Here's how to send a feedback.

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions then select Next to submit feedback.

 

Feel free to post again if you have any other questions. I'm here to help.