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Email - Invoices - add Job to subject line
QB 2024 - Desktop Pro - Sending Forms - Company Preferences - Basic Invoice -
Is there a way to add into the Subject line the Job Name as a variable for a Customer. Currently it shows
"Invoice <NUM> from my Company Name"
I would like it to include
"Invoice <NUM> - Kitchen Remodel" The job name should be a variable but it's not listed.
I hate having to have to type it in.
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Other questions
I can understand how this feature could save significant time and streamline your workflow, @TEBlack.
At the moment, the option to add the Job Name as a variable in the Subject line isn’t available. However, we truly value customer feedback, and sending your suggestions to our Product Engineers is a great way to share your idea for future consideration.
While I can’t guarantee immediate implementation, user feedback plays an important role in shaping updates and improving the platform.
Here’s how you can send your feedback:
- Click the Help icon and select Send Feedback Online.
- Choose Product Suggestion.
- Describe your request for this feature in detail.
- Submit your feedback.
Please let us know if you have further concerns.