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Customer phone number on invoice

Incredibly there is no space for the customer phone number on the estimates or invoices...I have to add it manually in the address box..In the future I'll want the customer's phone number immediately when viewing a past estimate.

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    Ted shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    66 comments

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      • Chris Rose commented  ·   ·  Flag as inappropriate

        We have managed to get it to work on out invoices, sales orders, etc.... If you open the form you are working with (Invoice or Sales Order or whichever) and then click on the "Formatting" tab at the top, then hit "Customize Data Layout". Then click on "Layout Designer" Then click the "Add" button at the top and select "Data Field". Once the Data Field box pops up, you can select "Customer E-Mail" or "Customer Phone" and hit OK. That will place a box on your template that you can then reposition, customize the fonts, etc.. and integrate into your form. You can do the same and add other customer "data" to your forms.

      • Jami Haney commented  ·   ·  Flag as inappropriate

        It looks like a lot of people have asked to have customer EMAIL and PHONE NUMBER printed on invoices.

        PLEASE LISTEN TO US - your customers - and add this feature! How hard could it be?

      • Anonymous commented  ·   ·  Flag as inappropriate

        Please add feature for phone numbers and emails to automatically show on invoices, sales receipts, estimates...........we have a separate shipping department and they need this information. It adds double work for them to have to constantly look this information back up because it doesn't print on out on the forms.

      • Luke Ham commented  ·   ·  Flag as inappropriate

        Awesome work with Quickbooks, its really nice to use. Another feature that would come in quite handy on invoices/quotes etc. would be to list the customers phone number (mobile/home/business), possibly in the 'address/ship to' column or at least have the ability to add it as a custom field (it would need to be programmed to refer to the number though as adding it manually each time would be annoying). For quickbooks users who import there own invoice/quote template, a simple field could be added giving them the ability to add a phone number wherever they would like it.

        Thanks,

      • Anonymous commented  ·   ·  Flag as inappropriate

        If you go to custom form styles and edit your standard form style under the tab header you can check off phone number and then it will appear for you.

      • Christine commented  ·   ·  Flag as inappropriate

        pls include the phone no. on the Estimate, Invoice & etc.....THERE're NEEDS TO BE A WAY TO ADD THE PHONE NUMBER TO OUR FORMS AND DOCUMENTS.

      • C Smith commented  ·   ·  Flag as inappropriate

        I entered feedback to qbo for nearly the same thing. Customer phone #'s should automatically show up on all sales forms. Estimates & Invoices! Like if I have a question regarding the sales item, I have to exit the form & get phone #, dial, then get back into the sales form to go over the line items. sure email address is viewable, but what good does that do for us! Bring the phone #'s to view & then include on the printable form. If I print the invoice to have my delivery person take with them on a delivery, if he has questions, what is he gonna' do stop, send an email & wait for answer, just because he got lost, needs further instructions or give the customer ETA???

        Phone #'s viewable on screen & printable format very important!

      • C Smith commented  ·   ·  Flag as inappropriate

        This post may not have any previous votes but I know that I entered feedback to qbo for nearly the same thing. Customer phone #'s should automatically show up on all sales forms. Estimates & Invoices! Like if I have a question regarding the sales item, I have to exit the form & get phone #, dial, then get back into the sales form to go over the line items. sure email address is viewable, but what good does that do for us! Bring the phone #'s to view & then include on the printable form. If I print the invoice to have my delivery person take with them on a delivery, if he has questions, wht is he gonna' do stop, send an email & wait for answer, just because he got lost, needs further instructions or let the customer ETA???

        Phone #'s viewable on screen & printable format very important!

      • Anonymous commented  ·   ·  Flag as inappropriate

        Add customer phone numbers on all transactions so we can easily see them when entering the sale.

      • Anonymous commented  ·   ·  Flag as inappropriate

        Make it possible on standard forms, invoices and delivery notes to put customer contact info email and phone number, very big problem not being there for us!

      • hart76550 commented  ·   ·  Flag as inappropriate

        phone numbers of customers on invoice.

        short step-by-step videos that are in a library I can access.

      • Anonymous commented  ·   ·  Flag as inappropriate

        I would like to see a field under customers address on our sales forms/invoices. This saves alot of time if it's right there.

      • Anonymous commented  ·   ·  Flag as inappropriate

        This idea is so old, but it's still not fixed??? I don't want to put numbers on the address line,,,
        Please fix

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