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Show transaction numbers on sales forms

by Intuit• Updated 1 month ago

You can have transaction numbers show on the sales forms you email and print for customers.

Here's how to show transaction numbers on sales forms:

  1. Go to Settings Settings gear icon. and select Custom form styles.
  2. Find the template you want to customise, then select Edit in the Action column.
  3. Select the Content tab.
  4. Select the Header section of the form preview, and then find and tick the Form numbers box.
  5. (Optional) If you want to edit transaction numbers directly on sales forms, tick Use custom transaction numbers.
  6. Select Done.

Now your transaction numbers display on sales forms you print or email to your customers.

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