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marvellousmushro
March 3, 2020
Solved

Why is my invoice contact info not saving? Think it is an hmrc requirement to include address on invoice so frustrating that I need to add this manually to every invoice I create.

  • March 3, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details
    Best answer by RenjolynC

    Thanks for following-up with us, ShopAdmin.

     

    While we're unable to get updates about this option, I can suggest a solution that can help you save the information directly in the Customer Information window. 

     

    Here's how:

     

    1. Go to + New > Sales Receipt.
    2. Select the Customer drop-down menu and choose Add new.
    3. Click the + Details link and the Customer Information window will open.
    4. Add the customer's contact information.
    5. Hit Save.

    After you click the Save and New button and selected the same customer, the contact details will be automatically populated. 

     

    I'm adding these sample screenshots for a visual guide:

     

     

     

    For editing the customer's information, you can follow the steps provided by my colleague IamjuViel or check out this article: Edit customer information.

     

    Also, feel free to browse our Sales and Customers topic here.

     

    If you need more help with QuickBooks Online, Just reply here, and I'll give some guides and important information about the features. 

    1 reply

    G
    GlinetteC
    March 3, 2020

    I'll take note of this feedback to our developers, marvellousmushro.

     

    For now, the only information that will show on your invoice is Company and Email Address. You'll have to manually add your phone number to an invoice.

     

    I understand the need to have your contact info included in your invoice and this is a great idea to add in the program, so I'm personally sending this suggestion to our developers. This helps them in deciding on what features might be added in their future product updates.

     

    If you have any other QuickBooks related concerns, feel free to post them here. I'm always here to help.

    S
    ShopAdmin
    August 3, 2020

    This is so needed as it worked perfectly in the desktop version and needs to work in the ONLINE too !!!

     

    Either that or you tell your sales team that QBO is only 30% of the desktop and best suited for really small business with under £30k turnover !!!!

    P
    payment after leaving
    August 3, 2020

    Hi ShopAdmin If you are referring to your Company details please select the cog icon > custom form styles > edit (the Master form type) > Content > select the top greyed out area > ensure that your business name, phone, email company number are selected/select the ones you require > select +Address > select/tick Street Address (this info should populate from the information that is entered in the company settings/address > done

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