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A
Anonymous
October 4, 2019
Question

customize email template

  • October 4, 2019
  • 1 reply
  • 0 views

I'd like to add PO number or job name to the email template. 

1 reply

J
JamesM
October 5, 2019

Hi there, 

 

Welcome to the Community. I'll be happy to assist you with adding a PO number or Job name to your emails. 

 

To do this, follow the steps below: 

 

1. From the QuickBooks menu bar choose Edit, then select Preferences,

2. Choose Send Forms and then choose Company Preferences

3. Select the Appropriate Template and click Edit, then click the Insert Field

4. Choose Customer PO Number.

5. Make sure to click Save when you're done. 

 

When the Invoice is transmitted via Email to the Customer their PO# will appear in the Subject Line of the Email to the right of the Invoice # (and other subject line content you have chosen to include). This means that Customers are going to immediately be able to more easily match the Email with attached Invoice to their own original Purchase Order saving them a great deal of time and effort. Give these steps a try and let me know how you make out. I'll be on standby in case you need further assistance. 

R
rtjonespe
January 25, 2020

I would like to be able to add the Job Name to the subject line. I'm using QB2018 Pro on a desktop. When I'm editing the subject line it does not allow me to add fields and the fields that are listed for the body are very limited. 

 

Any Suggestions.

 

Thanks

 

Rich

L
LauraAB
January 27, 2020

Hello Rich,

 

I hope you enjoyed your weekend and that your week is off to a good start. QuickBooks Desktop's ability to customize the emails you're sending to your customers is a great way to add your personal touch to communications with them.

 

As my colleague JamesM mentioned, to look for the customization options, visit the Preferences section of your company file setup. When you're not seeing the option you're looking for, including this one of adding the Job name to the subject line, that means it's not available at this time.

 

I have two recommendations in this case. The first is to submit feedback about this feature to our product development team. It's as simple as going to Help, then choosing Send Feedback Online to do and many of QuickBooks Desktop's current features exist because of feedback from users like you. It's a great way to have your voice heard.

 

My second recommendation is to manually add the Job name to the subject line if you have the option to do so. It's an extra step, but it will ensure you have the details you'd like included for your customer.

 

Give me a shout if you have further questions. I'm here to help.

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