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G
GHISanitation
October 25, 2023
Question

Email Templates

  • October 25, 2023
  • 1 reply
  • 0 views

Since the last update, my emails are not filling in the amount and invoice number in the subject line.  The custom form style is set to - New payment request from GHI Sanitation for [BALANCE_DUE] - invoice [Invoice No.] but every email looks just like this and I'm having to insert the Balance due and Invoice Number rather than it auto populating.  What am I missing to make this work again?

1 reply

E
Ethel_A12
October 25, 2023

Hello there.

 

I'll help you send an email that auto-populate the amount or the balance due and invoice number when sending to a customer.

 

I understand that you were able to send emails of invoices that auto-populates the balance due and the invoice number. However it stopped working after the last update.

 

I recommend checking the settings for the email template. Make sure to enter the correct template. You can use this template: Invoice [Invoice No.] [BALANCE_DUE] from XXX Free Test Company V2 QBO Plus. Just change some details with your business information to replace the sample company.

 

Once done, you can try to send an email to your personal email using the correct template to ensure you are using the correct template.

 

For future reference, you can read this article about recording invoice payments: Record invoice payments in QuickBooks Online.

 

Feel free to comment below if you have questions about email templates. I'm always here to help. Have a great day.

G
GHISanitationAuthor
October 25, 2023

I tried to change the subject line in my current template to this and it still doesn't fill in the balance or invoice number.  I created a 2nd template which had this subject line automatically in it but it also still doesn't fill in the balance or invoice number.  

J
JanbonN
October 25, 2023

We appreciate you following the subject line template suggested by my colleague, @GHISanitation. 

 

I'm here to provide more information that will let you send an email that auto-populates the balance due and invoice number. 

 

It is important to ensure that you enter the commands correctly in the subject line. Once you have entered the correct commands, send a test email to yourself to check whether it will auto-populate. You can use this template: [Invoice No.] [BALANCE_DUE]. 

 

Please note that QuickBooks Online (QBO) will show these commands on your end. However, upon receiving the email, it will display the invoice number and balance due.

 

If the values are still not showing, I recommend deleting the info on your email subject line and recreating it. Follow the steps below:

 

  1. Go to the Gear icon, then select Account and settings.
  2. Choose the Sales tab.
  3. Click on Messages.
  4. Under the Email subject line, type in [Invoice No.] [BALANCE_DUE]. 
  5. Hit Save.
  6. Send another test email to yourself to see if it's working. 

 

When everything's all set, make sure to customize the subject line of your email without changing the values for invoice number and balance due. 

 

I've added a guide on how to receive and record invoice payments in QuickBooks Online. Follow these steps for easy payment management. 

 

Feel free to leave a comment below if you have any questions about your invoices. Keep safe. 

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