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Level 1

Why is my invoice contact info not saving? Think it is an hmrc requirement to include address on invoice so frustrating that I need to add this manually to every invoice I create.

 
10 REPLIES 10
Moderator

Why is my invoice contact info not saving? Think it is an hmrc requirement to include address on invoice so frustrating that I need to add this manually to every invoice I create.

I'll take note of this feedback to our developers, marvellousmushro.

 

For now, the only information that will show on your invoice is Company and Email Address. You'll have to manually add your phone number to an invoice.

 

I understand the need to have your contact info included in your invoice and this is a great idea to add in the program, so I'm personally sending this suggestion to our developers. This helps them in deciding on what features might be added in their future product updates.

 

If you have any other QuickBooks related concerns, feel free to post them here. I'm always here to help.

Level 3

Why is my invoice contact info not saving? Think it is an hmrc requirement to include address on invoice so frustrating that I need to add this manually to every invoice I create.

This is so needed as it worked perfectly in the desktop version and needs to work in the ONLINE too !!!

 

Either that or you tell your sales team that QBO is only 30% of the desktop and best suited for really small business with under £30k turnover !!!!

QuickBooks Team

Why is my invoice contact info not saving? Think it is an hmrc requirement to include address on invoice so frustrating that I need to add this manually to every invoice I create.

Hi ShopAdmin If you are referring to your Company details please select the cog icon > custom form styles > edit (the Master form type) > Content > select the top greyed out area > ensure that your business name, phone, email company number are selected/select the ones you require > select +Address > select/tick Street Address (this info should populate from the information that is entered in the company settings/address > done

Level 3

Why is my invoice contact info not saving? Think it is an hmrc requirement to include address on invoice so frustrating that I need to add this manually to every invoice I create.

Hi John C,

 

No, that is not it.

 

Open up QBO

Go to create a new Sales Receipt

Enter in a new Customer....its prompts you to save

You then enter in their address details on the Sales Receipt

All looks good

Save...it is saved

 

However the Customer record only has their name - no address details.....

 

Why?

 

Because you have to select the "Add Details" section......which, in a busy shop, is a real ball ache and adds about 5 mins to each transaction.......no chance !!!!

 

This all works in the desktop version.....just does not work in the QBO version..... another failing...which is not explained when migrating.

 

At the moment I have to waste time doing this update manually so the sales staff do not all kill me......

 

QuickBooks Team

Why is my invoice contact info not saving? Think it is an hmrc requirement to include address on invoice so frustrating that I need to add this manually to every invoice I create.

Hi ShopAdmin When you add a customers name and address and select save, either from within a transaction or from the customers tab/menu it will automatically populate the address in the billing address field within the Sales receipt when you re-enter the customers name. and also it will be populated on the Sales Receipt when you select print or preview. 

Are you using a computer a computer to access QuickBooks and if you are, what browser are you using?

 

Level 3

Why is my invoice contact info not saving? Think it is an hmrc requirement to include address on invoice so frustrating that I need to add this manually to every invoice I create.

Hi John C,

 

No this does not work on the QBO version, only the desktop version.

See attached video to explain by example.

In the desktop version you could easily do this and it was great

The "another step" just does not work for us

https://www.dropbox.com/s/hoiqpxkj2nv5arh/2020-08-03_16-18-00.mp4?dl=0

 

 

QuickBooks Team

Why is my invoice contact info not saving? Think it is an hmrc requirement to include address on invoice so frustrating that I need to add this manually to every invoice I create.

I thank you for the video you've shared, @ShopAdmin.

 

I'm here to share how to make sure that your customers' information is saved in QuickBooks Online.

 

As of now, entering your new customers' information through the Sales Receipt page will not automatically save their email address and billing address. You'd want to add these information in the Customers Information page.

 

Here's how:

  1. Go to the Sales menu.
  2. Choose the Customers tab.
  3. Locate the name of the customer.
  4.  Click the Edit button.
  5. Enter your customers' billing address and email address.
  6. Click the Save button.

However, if you're adding multiple customers at a time for the first time, I'd recommend importing your customers' information into QuickBooks. You can refer to these articles for more detailed instructions:

Feel free to leave a post below if you have other questions about managing your customers' information in QuickBook. I'm always here to help.

Level 3

Why is my invoice contact info not saving? Think it is an hmrc requirement to include address on invoice so frustrating that I need to add this manually to every invoice I create.

You have totally misunderstood the issue

A function that worked perfectly and was excellent in the desktop version is broken and worse in the online version

Level 3

Why is my invoice contact info not saving? Think it is an hmrc requirement to include address on invoice so frustrating that I need to add this manually to every invoice I create.

Is there any update on this bug in the QBO version?

 

Will this be fixed.

 

I think the people answering this clearly do not work in a busy shop environment

QuickBooks Team

Why is my invoice contact info not saving? Think it is an hmrc requirement to include address on invoice so frustrating that I need to add this manually to every invoice I create.

Thanks for following-up with us, ShopAdmin.

 

While we're unable to get updates about this option, I can suggest a solution that can help you save the information directly in the Customer Information window. 

 

Here's how:

 

  1. Go to + New > Sales Receipt.
  2. Select the Customer drop-down menu and choose Add new.
  3. Click the + Details link and the Customer Information window will open.
  4. Add the customer's contact information.
  5. Hit Save.

After you click the Save and New button and selected the same customer, the contact details will be automatically populated. 

 

I'm adding these sample screenshots for a visual guide:

 

 

 

For editing the customer's information, you can follow the steps provided by my colleague IamjuViel or check out this article: Edit customer information.

 

Also, feel free to browse our Sales and Customers topic here.

 

If you need more help with QuickBooks Online, Just reply here, and I'll give some guides and important information about the features.