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Add a customer's phone number in the sales transaction

The phone number field in the customer centre does not flow into the sales transactions (quotes, invoices, sales receipts). As a work around, you can either add the phone number in the billing address section, or add it directly to the other sales information, if you want it listed on the current transaction only.

To add a phone number permanently to sales transactions

  1. Go to Sales, then select Customers.
  2. Choose a customer's name.
  3. Select Edit.
  4. In the Billing address section, add the phone number above the street address information. If you want the phone number listed at the bottom, you can use the Country field within the billing address section. This means that reports will show phone numbers in this field instead of their country.
  5. If the Shipping address is different, you can use the same steps to add the phone number to the shipping address field.
  6. Select Save.

To add a phone number to a single transaction

  1. Open the sales transaction you want to edit.
  2. Select Billing address or Shipping to then type in the customer's phone number. (Note: If you don't see the Shipping to field, you may have to turn on this setting. Go to Settings ⚙ and choose Company Settings. Select Sales. In the Sales form content section, turn on the Shipping option.)
  3. Select Save.

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