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FMW
August 10, 2021
Solved

Add customer email to invoice

  • August 10, 2021
  • 1 reply
  • 0 views

Hello,

  I have an invoice template which is working perfectly.  However, I'd like to include the customer's email address on the invoice. 

When setting up a customer, I always include the "Main Email" in the ADDRESS window.  I'd like to have the email included on invoices.  Following steps for Define Field under Additional Info, a label name "email" has been created and placed a check mark for Cust. 

Now, go to templates and format my invoice, under Header. 

How do I get the email to print/show on screen AUTOMATICALLY, as entered in the ADDRESS window (just like the bill to address shows automatically).

I'm trying to avoid entering the email for each invoice created.

Thank you,

QBDT Premier 2019

 

 

 

 

Best answer by BigRedConsulting

The custom field you've set up is not the same as the customer email field.

 

You can add the email field to the printed invoice, but not the screen version.  Use the layout designer to add it to the printed invoice: When designing the invoice, right click and pick Add | Data Field.  Then select the "Customer Phone" "Customer Email" field.

1 reply

BigRedConsulting
BigRedConsultingAnswer
August 10, 2021

The custom field you've set up is not the same as the customer email field.

 

You can add the email field to the printed invoice, but not the screen version.  Use the layout designer to add it to the printed invoice: When designing the invoice, right click and pick Add | Data Field.  Then select the "Customer Phone" "Customer Email" field.

FMWAuthor
August 11, 2021
Thanks for reply.

Why am I going to add the Customer Phone field, when I want the customer's email field?
@BigRedConsulting wrote:

The custom field you've set up is not the same as the customer email field.

 

You can add the email field to the printed invoice, but not the screen version.  Use the layout designer to add it to the printed invoice: When designing the invoice, right click and pick Add | Data Field.  Then select the "Customer Phone" field.

@BigRedConsulting wrote:

The custom field you've set up is not the same as the customer email field.

 

You can add the email field to the printed invoice, but not the screen version.  Use the layout designer to add it to the printed invoice: When designing the invoice, right click and pick Add | Data Field.  Then select the "Customer Phone" field.

 

BigRedConsulting
BigRedConsulting
August 11, 2021

@fm76_2 

RE: Why am I going to add the Customer Phone field, when I want the customer's email field?

 

Sorry, I had a little brain fizzle.  I meant Customer Email.  I'll fix that...

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