Allow me to join you here and help to make sure the customer's PAN are shown in your invoices, deepak-singh.
At the moment, only the customer's email address, shipping, and billing address will show up when creating an invoice. Although, you can customize your invoice template and add a custom field for the customer's PAN.
Here's how:
- Go to the Gear icon and select Custom form styles.
- Click New style and select Invoice.
- Proceed to the Content tab, then click the header section of the invoice in the right-hand side.
- Scroll-down to the Custom fields section, then click Manage custom fields.
- Click Add field.
- Type in the name of the field such as "Customer PAN", then check the box for All Sales form.
- You can also turn on the Print on form by sliding the bar to the right. This will include the customized field in the printed version of the invoice.
- Click Save.
Please note that you need to manually type in the number when creating an invoice since this is a customized field. Let me give you this article to see more details about this feature: How to Add Custom Fields to Sales Forms and Purchase Orders.
I'd also like to share these articles for more references when customising your sales transactions:
Don't hesitate to always ask questions if you need more help from us. We're always here to guide and assist you all the time.
