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Kevin8949
Level 1

Including customer's phone no. when creating invoice

We have QB premier manufacturing and wholesale edition 2020

When entering in a new customer, there's a place to put in their phone number and email.

But when I go to Create Invoice, Bill to doesn't show neither of them. When I look around to see if there's a way to include them in the Bill to box, I can't find any.

I realize I can put the email in note in Edit Bill To, but that only allows enough space for either an email or a phone number. No way to include them both.

For the way of our business, we NEED to include the customer's phone no. and their email under the address in the Bill to box.

 

I'd appreciate if anyone can help me with this.

 

 

 

Solved
Best answer December 04, 2023

Best Answers
BigRedConsulting
Community Champion

Including customer's phone no. when creating invoice

You can add the customer's phone number and email as their own fields to the printed invoice using the layout designer. Is that what you need?

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1 Comment 1
BigRedConsulting
Community Champion

Including customer's phone no. when creating invoice

You can add the customer's phone number and email as their own fields to the printed invoice using the layout designer. Is that what you need?

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