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nicole11
Mar 25, 2019 7:40 PM UTC
Solved

Is there a field to have the clients email address show on invoices?

Original commenter did not share additional details
KhimGAnswer
Mar 25, 2019 10:23 PM UTC

Thanks for dropping by the Community, @nicole11.


I can help add your client’s email address on an invoice in QuickBooks Online. 

 

At this time, there is no automatic way to add the customer’s email address on a transaction. You have to manually enter it when creating an invoice.


There are two ways to do this: Set up a custom field or input the email information on the Billing address section.


The first workaround is to add the details on the customer’s profile. Here’s how:

  1. Go to Sales from the left menu and select Customers.
  2. Select the customer’s name on the list.
  3. Click the Edit icon.
  4. Choose the Address tab at the bottom and add the email in the Billing address field.
  5. Hit Save.

 

 

 

The other option is to create a separate field for the email address. Let me show you how:

  1. Go to the Gear icon and select Account and Settings.
  2. Select the Sales tab on the left.
  3. Click the Sales form content section to open it.
  4. Below Custom fields, check one box and name it Email.
  5. Hit Save, then Done.

 

 

For more information, check out this article: Add custom fields to invoices.


That should do it. Touch base with me here if you have any questions, I’m more than happy to help. Cheering you to continued success!

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3 replies

KhimGAnswer
Mar 25, 2019 10:23 PM UTC

Thanks for dropping by the Community, @nicole11.


I can help add your client’s email address on an invoice in QuickBooks Online. 

 

At this time, there is no automatic way to add the customer’s email address on a transaction. You have to manually enter it when creating an invoice.


There are two ways to do this: Set up a custom field or input the email information on the Billing address section.


The first workaround is to add the details on the customer’s profile. Here’s how:

  1. Go to Sales from the left menu and select Customers.
  2. Select the customer’s name on the list.
  3. Click the Edit icon.
  4. Choose the Address tab at the bottom and add the email in the Billing address field.
  5. Hit Save.

 

 

 

The other option is to create a separate field for the email address. Let me show you how:

  1. Go to the Gear icon and select Account and Settings.
  2. Select the Sales tab on the left.
  3. Click the Sales form content section to open it.
  4. Below Custom fields, check one box and name it Email.
  5. Hit Save, then Done.

 

 

For more information, check out this article: Add custom fields to invoices.


That should do it. Touch base with me here if you have any questions, I’m more than happy to help. Cheering you to continued success!

    dawidd
    Mar 30, 2023 1:23 PM UTC

    How is it possible that 4 years later there is still no option to include customer's email on the invoice...

     

    I have a database of customers, majority with email addresses and yet I need to manually type it onto the invoice to be included?

     

    It would probably take less than 15 minutes for developers to include that. Give it few hours with testing and adding appropriate settings in UI

    ericsson2416
    Jan 11, 2024 11:41 PM UTC

    I totally agree on this - 4 years later and the email can't easily be populated on invoices? Quickbooks - can you please look into adding this in - it's a line at the end of the billing address. Or make it its own separate line. 

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