As we are service providers, each of our clients give us a unique vendor number that we have to display on our invoices. How can I eneter on each individual client details our unique number and then automatically have it displayed in a field on our invoices?
Hello Robreid, There's not a way to add it automatically if the vendor number changes depending on the client unless in the customer you added amongst the information such as adding it to the end of the address. You could use a custom field box( settings cog in the top right of QB>account and settings>sales>sales form content>custom field>add one called vendor number and save and it will show on invoices as a box you can fill in. You can add the reference number in the notes for the customer which you could then copy and paste from into the field box,
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.