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how do I get contact information to print on invoices

How do I get contact information to print on invoices

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QuickBooks Team

Re: how do I get contact information to print on invoices

Thanks for getting in touch with u today, @Lynn12,

 

I can share some information on how to add your contact information on your sales forms.

 

If you want to add your company's contact information on the invoice, you can do that in the Custom Form Styles window.

  1. Click the Gear icon, then select Custom Form Styles.
  2. Locate the invoice template you're using then click Edit.
  3. Go to the Content tab.
  4. Click the template header.
  5. On the Header section, mark the boxes of the company information you want to get printed on the invoice.
  6. Click Done.

However, if you're referring to adding the customer contact information. Here are two ways you can try:

 

Option 1: Add a custom field for the contact information.

  1. Click the Gear icon.
  2. Choose Custom Form Styles.
  3. Find the template and click Edit.
  4. On the Content tab, click the template header.
  5. Select the + Custom field link.
    CF.PNG
  6. On the empty field, check the box then enter the custom field description.
    cf1.PNG
  7. Click Done.

This option will create an additional field on your invoice that you need to fill out manually. Please see illustration:

cf2.PNG

 

Option 2: Edit the customer's profile and add the contact information on the Address section.

  1. Click the Sales menu.
  2. Go to the Customers tab.
  3. Click the customer name.
  4. On the customer profile, hit Edit.
  5. Go to the Billing Address field and add the customer contact information.
  6. Click Save.

Here's a great article to know more about customizing sales templates in QBO: How to customize invoices, estimates, and sales receipts?

 

That should get you on the right track, @Lynn12. Please let me know if you have any questions with Quickbooks. I'm here to help whenever you need me. Have a great day!