QuickBooksHelpIntuit

Add a customer's phone number to transactions

by Intuit•24• Updated 1 week ago

If you add a customer's phone number in the customer details pane, it won't automatically show on sales transactions, such as estimates, invoices, and sales receipts. If you want the phone number to appear on sale transactions, create a new custom field to display the customer’s phone number.

An icon showing cash and a payment card If you'd like to make it easy for your customers to pay an invoice online, check out QuickBooks Payments rates and apply.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view .

Prerequisites

To add a customer’s phone number to transactions in QuickBooks Online, create a new custom field to hold it. Up to three custom fields can be set to print on any specific type of form.

Create a custom Contact phone number field

Go to Settings ⚙ and select Custom fields (Take me there).
Select Add field.
Name the new field “Contact phone number.” Then, from the Data type dropdown ▼, select Text and number.
Select a category.
Check the box next to each type of form.
For each form you want to show the custom field on, turn on Print on form.
Select Save.

Note: Once you’ve created a custom field, you can make it inactive, but you can’t delete it from previous transactions.

If your account does not support custom fields, use the Bill to field instead.

Add a phone number to all transactions for a customer

Go to Sales and select Customers (Take me there).
Select a customer.
Select Edit.
In the custom Contact phone number field, enter the phone number you want to include in all transactions.
Select Save.

Note: If your QuickBooks account doesn't support custom fields, add the phone number to the Bill to field instead.

Add a phone number to a single transaction

Select the transaction you want to edit, then select Edit or Edit invoice.
In the new Contact phone number field, enter the phone number you want to include.
Select Save.