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nwtreasury-gmail
June 9, 2021
Question

How does one link the "customer's email" field in QB, to be printed on an imported customised invoice format ?

  • June 9, 2021
  • 1 reply
  • 0 views
In linking the imported costimised format's fields to the corresponding QB fields, the drop-down list of available QB fields does not contain the "Customer email" nor the "Customer P.O." fields ? I've linked the "P.O" field on the imported custom format, to the "Custom 1" field on the QB drop-down list, but no info gets drawn onto the printed invoice? On the "Invoice" screen, the field for inputting the "P.O. Number" is displayed, so one would expect the info to be displayed on the actual printed invoice too .. (?)

1 reply

AlexV
AlexV
June 9, 2021

Hi nwtreasury-gmail!

 

I'm here to help you in importing your customised forms.

 

First, I suggest you check our QuickBooks Online EZ Map Fields Catalogue. This contains all the available EZ Map fields you can use in customising your template. Currently, we're unable to add a specific field for the customer's email in the invoice template.

 

The Custom Fields available in QuickBooks Fields drop-down aren't intended for any auto-filled fields. These only allow you to manually enter data when creating the transaction. Please check this article to understand more: How to add custom fields to sales forms and purchase orders.

 

Make sure to enter the P.O. number in the first available custom field. Follow these steps if you're unsure:

  1. Go to the Gear icon and select Account and Settings.
  2. Select the Sales menu, then Sales form content.
  3. Under the Custom fields section, the first box is the Custom Field 1 where you mapped your "P.O" field.

 

You can also check this link: Import custom form styles for invoices or estimates. This will help you to successfully import your invoice templates.

 

Keep on posting here if you have other questions. We'll respond as soon as we can.

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