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May 3, 2021
Question

Question: re custom invoice

  • May 3, 2021
  • 1 reply
  • 0 views

How do I add a Customer's email address to a custom invoice? 

 

I would like to have it listed below their mailing address, so they can confirm two things, 1) their email is on file &  2) it is correct. 

1 reply

May 3, 2021

Hi Kharra,

 

I can see the benefit of adding your customer's email on the invoice so they can confirm that it's correct. Based on the description you've provided, I see you benefiting more by taking advantage of the custom fields feature on your invoice. With custom fields, you can create your own field where you can enter vital information such as the customer's email.

 

This feature is available on the Plus and Essentials subscription package. Here's how to set up the custom fields:

  1. Click Settings ⚙️.
  2. Navigate to Account and Settings.
  3. Click on Sales under Accounts and Settings, then go to the Sales form content section.
  4. Select the pencil icon in that section.
  5. Enter a Name into each dialogue box beneath the heading Custom fields and select whether you'd like the field to be internal (only shown in QuickBooks), or public (displayed in QuickBooks and displayed/printed on sales forms).
  6. Select Save and then Done. These fields will now appear on your sales forms.

This field will show up when creating an invoice. Keep in mind that if there's no text entered in the custom field it will not print on the invoice. You can also explore other options such as customizing your invoices and here's a great guide I recommend checking out. 

 

Let me know if this info helps. I'll be on standby in case you need further assistance. Otherwise, enjoy the rest of the week. :)