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Get your Payroll questions answered by a QuickBooks Product Manager here - intuit.me/31Nl3My
danieljlmiller
Level 1

Adding customer email and telephone number to invoice automatically

Is it possible the add the customer emails and telephone number to the actual invoice automatically so that it appears when printed or sent?

5 REPLIES 5
Rustler
Level 15

Adding customer email and telephone number to invoice automatically

In desktop yes, in QBO no

SophiaAnnL
Moderator

Adding customer email and telephone number to invoice automatically

I can show you two ways to do this which worked for me as well, danieljlmiller.

 

At this time, adding the customer's email address and phone number on the invoice to be printed or sent is not available. The first workaround is to add these details on the Billing address section. This way, they'll be displayed when creating, printing and sending the invoice.

 

Here's how:

  1. Click Sales on the left panel.
  2. Select Customers.
  3. Click the customer's name on the list.
  4. Click the Edit icon in the upper right-hand corner.
  5. Go to the Address tab at the bottom, and then add the email and phone in the Billing address field.
  6. Click OK.

The second one is to set up two custom fields for the email and phone. Then, manually enter the details when creating the invoice.

 

Here's how:

  1. Click the Gear icon.
  2. Under Your Company, select Account and Settings.
  3. Go to the Sales tab on the left.
  4. Click the Sales form content section to open it.
  5. Below the Custom fields section, check two boxes and name them Email and Phone.
  6. Click Save, and then Done.

I'd encourage you to send a feature request to have this option added in an update soon.

 

Here's how:

  1. Click the Gear icon, and then select Feedback.
  2. Enter your request and click Next.
  3. Click Send message.

I've added screenshots too.

 

Please let me know if you need anything else.

 

 

 

cpd3020
Level 1

Adding customer email and telephone number to invoice automatically

How about instead of workarounds...... how about just added a checkbox in setup to add phone numbers and emails to invoices????

 

Why is it so difficult to get even basic things done in Quickbooks?  And while I'm on my soapbox, how about a simple aging statement for the bottom?  My simple generic $50 accounting software before did that....

Charies_M
Moderator

Adding customer email and telephone number to invoice automatically

Hello there, cpd3020.

 

I appreciate you for sharing your thoughts with us.

 

It's always our aim to constantly improve QuickBooks and appreciates the help of users in bringing things like this to our attention. 

 

While the option to add phone numbers and aging statement at the bottom of an invoice is unavailable, we'll make sure to update this thread once we receive notification and progress about the availability of this format.

 

For now, you can visit our QuickBooks Blog to get the latest news about QuickBooks and what our Product Care Team is working on. From there we share recent happenings and future developments: https://quickbooks.intuit.com/blog/.​

 

Stay in touch with me if there's anything I can help. I'll be around in the Community to help you out.

dontbuyonline
Level 3

Adding customer email and telephone number to invoice automatically

He Charies_M, this feature has been requested, re-requested, and re-re-re-requested a million times and it just gets ignored.  Sht like this is why this online product sucks and NO ONE should move to it.  The desktop one will stay superior because it doesn't have hiccups and interruptions.  In any case, it disingenuous for you to tell this person that "it may become available", what have you been working here a week?  Get bent.  I take solace in knowing that I've prevented my clients from considering the online edition until you get your act together.  It's been over two years now and you still can't get a simple email or phone number option on the invoice form, if anyone wants an alternative, go to freshbooks.

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