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FMW
Level 3

Add customer email to invoice

Hello,

  I have an invoice template which is working perfectly.  However, I'd like to include the customer's email address on the invoice. 

When setting up a customer, I always include the "Main Email" in the ADDRESS window.  I'd like to have the email included on invoices.  Following steps for Define Field under Additional Info, a label name "email" has been created and placed a check mark for Cust. 

Now, go to templates and format my invoice, under Header. 

How do I get the email to print/show on screen AUTOMATICALLY, as entered in the ADDRESS window (just like the bill to address shows automatically).

I'm trying to avoid entering the email for each invoice created.

Thank you,

QBDT Premier 2019

 

 

 

 

Solved
Best answer August 10, 2021

Best Answers
BigRedConsulting
Community Champion

Add customer email to invoice

The custom field you've set up is not the same as the customer email field.

 

You can add the email field to the printed invoice, but not the screen version.  Use the layout designer to add it to the printed invoice: When designing the invoice, right click and pick Add | Data Field.  Then select the "Customer Phone" "Customer Email" field.

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5 Comments 5
BigRedConsulting
Community Champion

Add customer email to invoice

The custom field you've set up is not the same as the customer email field.

 

You can add the email field to the printed invoice, but not the screen version.  Use the layout designer to add it to the printed invoice: When designing the invoice, right click and pick Add | Data Field.  Then select the "Customer Phone" "Customer Email" field.

FMW
Level 3

Add customer email to invoice


Thanks for reply.

Why am I going to add the Customer Phone field, when I want the customer's email field?

@BigRedConsulting wrote:

The custom field you've set up is not the same as the customer email field.

 

You can add the email field to the printed invoice, but not the screen version.  Use the layout designer to add it to the printed invoice: When designing the invoice, right click and pick Add | Data Field.  Then select the "Customer Phone" field.


@BigRedConsulting wrote:

The custom field you've set up is not the same as the customer email field.

 

You can add the email field to the printed invoice, but not the screen version.  Use the layout designer to add it to the printed invoice: When designing the invoice, right click and pick Add | Data Field.  Then select the "Customer Phone" field.


 

FMW
Level 3

Add customer email to invoice


Thank you.   I selected the
Customer Email, and that works.  Thank you so much.

@BigRedConsulting wrote:

The custom field you've set up is not the same as the customer email field.

 

You can add the email field to the printed invoice, but not the screen version.  Use the layout designer to add it to the printed invoice: When designing the invoice, right click and pick Add | Data Field.  Then select the "Customer Phone" field.


 

BigRedConsulting
Community Champion

Add customer email to invoice

@fm 

RE: Why am I going to add the Customer Phone field, when I want the customer's email field?

 

Sorry, I had a little brain fizzle.  I meant Customer Email.  I'll fix that...

FMW
Level 3

Add customer email to invoice


Good morning,
   I totally understand!  Thanks again.
@BigRedConsulting wrote:

@fm 

RE: Why am I going to add the Customer Phone field, when I want the customer's email field?

 

Sorry, I had a little brain fizzle.  I meant Customer Email.  I'll fix that...


 

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