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Add a customer's phone number in the sales transaction

The phone number field in the customer centre does not flow into the sales transactions (estimates/quotes, invoices, sales receipts). As a work around, you can either add the phone number in the Billing address section, or add it directly to the other sales information, if you want it listed on the current transaction only.

To add phone numbers permanently to sales transactions

  1. Select Sales or Invoicing from the left menu.
  2. Select Customers at the top.Note: Customer can also be called Client, Donor, Guest, Member, Patient, or Tenant.
  3. Choose a customer's name.
  4. Select the Edit button at the top.
  5. From the Billing address section, add the phone number above the street address information. If you want the phone number listed at the bottom, you can use the Country field within the Billing Address section. This means that reports will show phone numbers in this field instead of their country.
  6. If the Return Address is marked as different, you can use the same steps to add the phone number to the return address field.
  7. Select Save.

To add a phone number to a single transaction

  1. Open the sales transaction you want to edit.
  2. Select Billing address or Return address then type in the customer's phone number.
  3. Select Save.

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