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A
Anonymous
May 9, 2020
Question

Sales receipts, custom box empty

  • May 9, 2020
  • 1 reply
  • 0 views
sales receipts, custom box for customers phone number. enter new customer name address and phone number, save. but when creating customers sales receipt the custom box is empty why ? I'm using sales receipts to create orders for my suppliers, please don't ask why or tell me to use proper order forms. The point is, why is custom box blank, its set up same in default

1 reply

JenoP
JenoP
May 10, 2020

Hi there, MCP1.

 

The custom fields you've set up when customising a sales form would allow you to add more fields when creating a transaction. For example, a custom field is added for an alternate phone number. This field will automatically show up in the transaction. However, you'll have to manually type in the details inside the field. 

 

Let me share this article for more details:Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

I'll be around if you need anything else. 

A
Anonymous
May 10, 2020

Sorry but that doesn't make any sense at all, what's the point of adding a custom field when every time you create a new transaction you have to enter it manually?

Nowadays, most couriers need customer email address so I need the custom field to enter email address when adding new customers which I then forward to my suppliers, like I said the order form is of no use to me. It must be a sales receipt for every transaction that I can use as an order providing only the necessary details for my supplier to process the order which is, name, address & email address. It is then already entered automatically in to my sales deposits, it used to be current account but now we all have to sync with our banks and PayPal, so changing as advised by my accountant to sales deposits works perfectly. 

So its just this darn issue with including an email address when creating a new customer.

Can you please help me with a solution ?

A
Anonymous
May 10, 2020

Please see screenshot

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