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Is there a field to have the clients email address show on invoices?

 
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Best answer March 25, 2019

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QuickBooks Team

Is there a field to have the clients email address show on invoices?

Thanks for dropping by the Community, @nicole11.


I can help add your client’s email address on an invoice in QuickBooks Online. 

 

At this time, there is no automatic way to add the customer’s email address on a transaction. You have to manually enter it when creating an invoice.


There are two ways to do this: Set up a custom field or input the email information on the Billing address section.


The first workaround is to add the details on the customer’s profile. Here’s how:

  1. Go to Sales from the left menu and select Customers.
  2. Select the customer’s name on the list.
  3. Click the Edit icon.
  4. Choose the Address tab at the bottom and add the email in the Billing address field.
  5. Hit Save.

 

 

 

The other option is to create a separate field for the email address. Let me show you how:

  1. Go to the Gear icon and select Account and Settings.
  2. Select the Sales tab on the left.
  3. Click the Sales form content section to open it.
  4. Below Custom fields, check one box and name it Email.
  5. Hit Save, then Done.

 

 

For more information, check out this article: Add custom fields to invoices.


That should do it. Touch base with me here if you have any questions, I’m more than happy to help. Cheering you to continued success!

View solution in original post

1 Comment 1
Highlighted
QuickBooks Team

Is there a field to have the clients email address show on invoices?

Thanks for dropping by the Community, @nicole11.


I can help add your client’s email address on an invoice in QuickBooks Online. 

 

At this time, there is no automatic way to add the customer’s email address on a transaction. You have to manually enter it when creating an invoice.


There are two ways to do this: Set up a custom field or input the email information on the Billing address section.


The first workaround is to add the details on the customer’s profile. Here’s how:

  1. Go to Sales from the left menu and select Customers.
  2. Select the customer’s name on the list.
  3. Click the Edit icon.
  4. Choose the Address tab at the bottom and add the email in the Billing address field.
  5. Hit Save.

 

 

 

The other option is to create a separate field for the email address. Let me show you how:

  1. Go to the Gear icon and select Account and Settings.
  2. Select the Sales tab on the left.
  3. Click the Sales form content section to open it.
  4. Below Custom fields, check one box and name it Email.
  5. Hit Save, then Done.

 

 

For more information, check out this article: Add custom fields to invoices.


That should do it. Touch base with me here if you have any questions, I’m more than happy to help. Cheering you to continued success!

View solution in original post

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