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Graeme
Level 1

Telephone number on invoice

Hi 

 

I have changed my telephone numbe rin my account details but my old one is still coming up on the invoices I send out. How can I change that number.

7 REPLIES 7
GarlynGay
Moderator

Telephone number on invoice

Hi there, Graeme.

 

I can guide you on how to add the new phone number on your invoices. Here's how:

  1. Go to Invoices.
  2. Click on Create invoice.
  3. Click on Edit work info at the bottom or click on the Gear icon and select Edit work info
  4. Update your phone number.
  5. Click on Save

Once done, it'll be saved on your future invoices.

 

This article will help you create invoices. Please check it out: Create an invoice in QuickBooks Self-Employed

 

We're here to help if you have any other questions.

Graeme
Level 1

Telephone number on invoice

Thank you very much. Didn't see that option at the bottom of the screen

GarlynGay
Moderator

Telephone number on invoice

You are most welcome.

 

If you need anything else, we are here to help. Have a great day! 

Thelocumnurse
Level 1

Telephone number on invoice

I did this but it still will not accept . any ideas ?

Ashleigh1
QuickBooks Team

Telephone number on invoice

Hello Thelocumnurse, thanks for posting on this thread, what happens when you try and change the information? Do you get any error messages or codes showing at all? What exactly happens when you do them steps? 

Lewisbatesoncentre
Level 1

Telephone number on invoice

The telephone number on my invoice is incorrect, I have tried to change it in the manner you suggest but it does not save and inputs the old number.  I use Quick book self employed

Angelyn_T
QuickBooks Team

Telephone number on invoice

I appreciate you for joining the thread, @Lewisbatesoncentre. I can share with you some additional information about updating the telephone number on your invoices in QuickBooks Self-Employed (QBSE).

 

If you're referring to the company's or work's phone number, you can follow the suggested steps provided by GarlynGay above to change the number.

 

If you're trying to update the customer's telephone number, follow these steps:
 

  1. From the Invoice page, click on Edit customer info.
  2. Update the information from the Customer section.
  3. Hit Save.

 

In case you're having a hard time changing the number, I'd suggest replicating the steps through a private window. A browser's cache may affect the issue of why you can't save and input the number.

 

To save you time, use either of these keyboard shortcuts:

 

  • Google Chrome: Ctrl Shift N
  • Safari 11 or newer: ⌘ Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P

 

If it works fine, go back to your original browser and clear its cache to start fresh. You can also use another supported and up-to-date browser to narrow down the result.

 

Once done, you're now ready to track your invoices with the new telephone number. For additional resources about the invoicing feature in QBSE, you can open this article: Create invoices in QuickBooks Self-Employed.

 

You may also review these links for more tips about adding and categorizing transactions in QBSE:

 

 

If you have any other questions about modifying the details on your invoices, let me know by adding a comment below. I'm more than happy to help. Have a great weekend!
 

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