Hi! New here. How do I add an NDIS number to an invoice? I would like to add the number to the customer profile, then it auto gets transfer over. Is this possible? Thx

It's nice to see you in the Community, Joe-twoheartsqld. I'm here to share a scoop on adding an NDIS number to your invoices.

I see where you're coming from, and I'd like to address your queries in this post. While there is currently no automated way to generate NDIS numbers on invoices, I recommend a few approaches to work around this issue.

If you have a QuickBooks Online (QBO) Advanced subscription, you can create a custom field for NDIS numbers. This field will allow you to manually input them for each customer when creating invoices.

On the other hand, with subscriptions other than QBO Advanced, I recommend manually entering the numbers in the notes or Message on Invoice section every time you create an invoice for a customer.

Furthermore, let me share this bookmark-worthy material with you. You can refer to this article in the future if you plan on emailing a sales form or report to multiple email addresses: Email a sales form or report to multiple email addresses.

Keep your queries coming, I'm always in your corner if you need further assistance with adding NDIS numbers to your customer profiles. Have a great day!