How do i put the customer phone number to is invoice ?

How do I change the template for all 500 of my customers?  Starting now, they all need to print with their customer number on every invoice.  You are not saying that I have to go into EVERY one of them and change their template ???  

Hello, @thall2200.

As of this time, the ability to automatically include the customers phone number on the invoice is not yet available. What you can do is to add a custom field in your invoices and manually enter the customer's phone number on it.

1. Go to the Gear Icon.
2. Choose the Custom Form Styles.
3. Locate the invoice template you want to modify.
4. From the Actions column, click the Edit link.
5. Select the Content tab.
6. Click the Pencil Icon on the first part of the sample invoice template.
7. Pick the Custom Field link. 
8. Mark the first box and enter its name. 
9. Click Done. 

It's our goal to continue implementing more features into the program based on suggestions from customers such as yourself. Also, our developers frequently review this page to hear what users like yourself would like to see added in future updates.  For news on what's to come, check out our blog (https://intuit.me/2L2zqTv).

The Community is a great resource to explore to find out more about the features and functionality included in the program. 

I'm glad you made it here, mivinoclub.

In QuickBooks Online (QBO) you are allowed to add up to three custom fields on the invoice. Each data field can be customized based on your preference and can be displayed in your invoice.

You'll want to make sure to check the box for the Custom field added so it reflects on the invoice. Below is a screenshot for your better view:

Learn more about adding custom fields through this article: How to add custom fields to invoices.

The next step is to use the template when creating the invoice. I'll show you how to do it:

1. Open an invoice.
2. Click Customize.
3. Choose a template.
4. Fill in the necessary information and click Save and close.

You can also check out this article to learn more about customizing templates in QBO: Customize invoices, estimates, and sales receipts in QBO.

However, if it does the same thing, we'll need to perform some basic browser troubleshooting to isolate this behavior.

Let's start by log into your QBO account using an incognito or private browser. Since this doesn't store data in the cache, it the best place to isolate browser issues.

Kindly use either of the following shortcut keys:

• Google Chrome, press CTRL  + Shift + N
• Mozilla Firefox: press CTRL  + Shift + P
• Safari: press Command + Shift + N 

If it works on a private browser, I recommend clearing your browsing history. This will remove previously-stored browsing data that might have caused the issue. Otherwise, you can try using other supported browsers to be thorough.

If you want to review the invoices you made, run the Invoice List. Pull this up by going to the Reports menu at the left pane then type Invoice List on the search bar.

Visit us again if you need help or other questions. It will be my pleasure to help. Stay safe and have a nice day.

Thanks for joining this conversation, @travsirocz. I can provide steps that will surely help you include your customer's phone number when printing the invoice form.

In QuickBooks Online (QBO), when you create a custom field you also have to enable the Print on form option so it will appear on the printed sales form. Here's how to do it:

1. Log in to your QBO company and select the Gear icon.
2. Then, click the All Lists option.
3. Next, select Custom fields.
4. Locate the custom field for your customer's phone number and click the Edit button.
5. From the All Sales forms section, turn on the Print on form option.
6. Once done, click Save.

Then, let's check if the custom field for your customer's phone number will appear on the printed invoice. Please refer to these steps:

1. Select the +New button and choose Invoice.
2. Enter the necessary details.
3. Click the Customize option to choose the correct invoice template.
4. Once done, select the Print or Preview button.
5. Click Print or Preview. From there, check if you can see the custom field for your customer's phone number.

To get more information in printing your invoice, feel free to visit this article: Create invoices in QuickBooks Online.

In case you'll need to review all the invoices you've recorded for a specific period, you can run the Invoice List report. Let me guide you how:

1. Open your QBO account and go to the Reports menu.
2. From the search bar, enter Invoice list and click the report to open.
3. You can also customize the report to filter the details you need to see.

You can always add a reply below if you have an additional concern about printing an invoice with the customer's phone number. I'd be glad to assist you further. Have a good one. 

Thank you for following this thread, FournierFinishing. 

I'm here to make sure to be able to add customer phone numbers in the address field into QuickBooks Online (QBO).

You can add two custom fields for the email address and phone number in QuickBooks Online. Then, manually enter the details when creating the invoice. 

Here's how:

1. Click the Gear icon.
2. Under Your Company, select Account and Settings.
3. Go to the Sales tab on the left.
4. Click the Sales form content section to open it.
5. Below the Custom fields section, check two boxes and name them Email and Phone.
6. Click Save, and then Done.

I've added screenshots too.

Feel free to use these links that will help you customize your forms and add them to your reports: 

• Customize invoices, estimates, and sales receipts in QuickBooks Online
• Customize reports in QuickBooks Online

You can always add a reply below if you have an additional concern about adding customer phone numbers in the address field in QBO.  I'd be glad to assist you further. Have a good one.