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How to show transaction numbers on sales forms

by Intuit Updated 3 weeks ago

Make it easy for your customers to know how many transactions they've done with you. You can have those numbers show up on the sales forms you email and print to them.

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 select Form numbers checkbox.
  5. (Optional) If you want to edit transaction numbers directly on sales forms, select Use custom transaction numbers checkbox.
  6. Select Done.

Now you're able to show transaction numbers on sales forms you print for or email to customers.

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