cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
user28191
Level 1

Why is my contact number not showing on the form? Also my banking EFT details are entered on the form design but it is also not printing to pdf or as a printout?

 
1 Comment 1
JamaicaA
QuickBooks Team

Why is my contact number not showing on the form? Also my banking EFT details are entered on the form design but it is also not printing to pdf or as a printout?

The EFT details are only shown on the Airy template and the contact number is on the Content Header, user28191. Let's review the one you're using to ensure it displays that information when printing.

 

Start by opening the invoice or creating a new transaction, then Customise on the toolbar to choose the correct template (Airy New). Doing so will apply what we have set up in the form.

1.png

 

Additionally, please check if you ticked the phone field for the contact number to appear on the template (Airy New). I'll show you how.

 

  1. Go to the Gear icon and select Custom form styles.
  2. Pick the invoice template to Edit.
  3. On the window that pops up, navigate to the Content tab.
  4. Tap the form's Header to see the settings and confirm the checkmark.
  5. Hit Done.

 

2.png

 

Moreover, you can also utilize the Message to customer field for your bank details in the footer of your invoice. To update, refer to this article: Adding bank details to your invoices.

 

Furthermore, bookmark these resources to learn more about personalising sales forms and recording receivables:

 

 

Assisting you in transacting conveniently is my priority. If you have further concerns besides the bank details on custom forms, add them below. I'll be here to provide extra points.