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S
ShopAdmin
March 29, 2021
Question

Customer Details (phone numbers for example) do not show on the Sales Receipt / Invoice

  • March 29, 2021
  • 1 reply
  • 0 views

Seriously !!!!  I cannot be the only person who is fed up with this rubbish !!!

  • You create a Sales Receipt on the fly and add in Address details  - it saves for that transaction BUT NOT FOR ANY FUTURE ONES WITH THAT CUSOMER !!!  it fails to update the Customer record with the address that you used - IT DID THIS IS THE DESKTOP VERSION

  • When you do update the CUSTOMER RECORD with the  address - the phone number on the Sales Receipt  is never populated !!!!!!  Seriously !!!!

 

Who else is struggling with this terrible system

 

1 reply

DivinaMercy_N
DivinaMercy_N
March 29, 2021

The Community has got you covered, @ShopAdmin.

 

Let's make sure that you select the correct template whenever you create a Sales receipt so the necessary info will show on the form. You can also make this template the default so it can be applied for future sales receipt forms you create. Here's how:

  1. Go to the Gear icon and choose Custom form styles.
  2. Look for the Sales receipt template you'll always use.
  3. Click the drop-down arrow and select Make default. 

 

Then, to show your customer's phone number on the sales receipt, you can add it to the Billing Address field. Let me guide you how:

  1. Click Sales and choose Customers.
  2. Select the name of the customer and hit Edit.
  3. Go to the Billing Address field and update the information.
  4. Tick Save. 

 

Once done, create a Sales receipt again and see if this will show your customer's phone number. 

 

Also, QBO offers a lot of customer ready-made reports! Just go to the Reports tab and type the "customer" keyword and click whichever customer report you'd like to open.  

 

Let me know how this goes and leave a reply below if you need further assistance in creating sales receipt in QuickBooks. I'm always around to help. Take care. 

S
ShopAdminAuthor
March 30, 2021

Sorry, that does not work as I will have phone numbers in my Address Section of the Customer Contacts report so that when I send out letters I have to mess about and remove the phone numbers

 

The system should be able to draw the phone number from this section - highlighted

and return the data to this section on a Sales Receipt of Sales Invoice

Otherwise - you suggestion just messes up other areas of the reports - see below

 

 

 

 

 

 

 

C
Catherine_B
March 30, 2021

Hello there, ShopAdmin.

 

I can share a few information on how you can add your customer's contact information. 

 

I presume you manually added a custom field where you can add the customer's phone number. While the option to select or automatically populate the customer's phone number from that field is unavailable, you'll want to manually enter the data. 

 

If you want to update a customer's information, ensure that you do it on the customer's profile instead of on the invoice or sales receipt. If you do so, it will only apply to that transaction, and the customer's address is not updated on their profile. 

 

QuickBooks will not retroact so if every time you update a customer's information,  and you need to update existing transactions, you'll have to edit or toggle each transaction.

 

Feel free to use these link that will help you handle customer transactions and reports: 

 

Keep me posted if there's anything else that you need help with. Have a good one!

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