Jun3
Level 1

Manage Customers and Income

Hi Ailene, 

 

We have more than 1 customer and want this setting to apply automatically to every customer. So similar to [Invoice No.] , is there a [Customer Name] or what is the placeholder for us to use so QBO will apply and insert the correct invoice no. & company name automatically? Your suggestion seems to mean that we have to type the specific customer/company name in the subject line in the Settings.