Adding customer email and telephone number to invoice automatically

danieljlmiller · ‎February 07, 2019

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

SophiaAnnL · ‎February 07, 2019

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:

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

Click the Gear icon.
Under Your Company, select Account and Settings.
Go to the Sales tab on the left.
Click the Sales form content section to open it.
Below the Custom fields section, check two boxes and name them Email and Phone.
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:

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

I've added screenshots too.

Please let me know if you need anything else.

View solution in original post

Rustler · ‎February 07, 2019

In desktop yes, in QBO no

SophiaAnnL · ‎February 07, 2019

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:

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

Click the Gear icon.
Under Your Company, select Account and Settings.
Go to the Sales tab on the left.
Click the Sales form content section to open it.
Below the Custom fields section, check two boxes and name them Email and Phone.
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:

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

I've added screenshots too.

Please let me know if you need anything else.

cpd3020 · ‎May 15, 2019

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 · ‎May 15, 2019

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 · ‎September 11, 2019

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.

Ryan720 · ‎November 25, 2021

2 years later, still no update lmao. Ridiculous. This is such a simple request.....

Kiefer2283 · ‎November 29, 2021

I have QB desktop 2017. How do I automatically add customer phone number to an invoice?

Thank you

Corey

Kiefer2283 · ‎November 29, 2021

I have QB desktop 2017. How do I automatically add customer phone number to an invoice?

Thank you

Corey

MirriamM · ‎November 29, 2021

Welcome to the thread, @Kiefer2283.

To have your customer's phone number shown on the invoice, you can customise the invoice template.

Let me show you how:

Go to the List menu at the top.
Select Template.
Locate the template you are using and click the arrow under Templates to choose Edit Template.
Click the Additional Customization at the bottom of the screen.
In the Header tab, find Other and checkmark the Screen and Print box.
Type in Customer Phone number for the Title.
Click OK twice.

Once done, try to create an invoice again and make sure you're using the correct template. From there, you'll be able to type the customer's phone number on the invoices before printing them.

To learn more about customising your transactions, see this article: Use and customise form templates.

Feel free to leave a reply below if you need more help. You take care and have a great day!

dontbuyonline · ‎June 27, 2022

This isn't solved and it only a moron would mark it solved as you did. You actually have the GALL to say, put in a feature request. Do you realize how many people have already done this in a thread you necro'ed from YEARS ago??? What a fcking joke, you may as well just remove feature request from the help menu, its fictitious. By the way, after removing the Quickbooks desktop app and forcing windows users to use Chrome, how good did it feel to have the zero day Chrome compromise sitting in the same browser that you rely on for QBO? How stupid was it to base your entire security Google Chrome for the online version of your software that houses not only company information but all a company's client information. You have the WORST support of any corporation your size and it has steadily gotten worse, not better over time. Stop marking issues solved unless you actually FCKING solve them.

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