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INVOICE TO GO PHONE NUMBER HOW TO
INVOICE TO GO PHONE NUMBER UPDATE
INVOICE TO GO PHONE NUMBER FREE

Hello, of this time, the ability to automatically include the customers phone number on the invoice is not yet available. I'll get back to you as soon as possible. I want to make sure that everything is set, so please let me know if you have any other issues or concerns. This is where we share recent happenings and future developments, such as updates to newly added features. In the meantime, I recommend visiting our Blog site.

INVOICE TO GO PHONE NUMBER HOW TO

They're always looking for ideas from users on how to improve QBO. I'll pass along your suggestion to our Product Developers. Just in case, I'll be adding this article for future reference: Edit customer information. Once done, it will automatically show in the invoice after selecting their name.

Enter the phone number in the Billing/Shipping address section.

Select the Customer Details tab, then tick Edit.

Click the name of the customer to open their information.

Go the Sales menu at the left pane to get to the Customers page.

Instead of adding a custom field and entering their phone numbers manually, you can include this information on the customer's billing/shipping address. While the option to automatically include a customer's phone number on an invoice is currently unavailable in QuickBooks Online (QBO), I know a workaround that will lessen your work to achieve this goal. Thanks for joining this conversation, ThePlantGuys.

INVOICE TO GO PHONE NUMBER FREE

If you need additional assistance down the road, please feel free to reach out to me anytime. I will also do the same thing in my end to reinforce your request. That should send your valuable suggestion directly to our engineers who considers feedback for QuickBooks enhancements.

You may also track your suggestion through this website: I'll do the same thing in my end to reinforce your request.

INVOICE TO GO PHONE NUMBER UPDATE

However, the option to do a batch edit is currently unavailable so you'll need to update the information one at a time.īeing able to have a Batch action feature when editing customer information is a great feature to add in QuickBooks. While this option is not yet available, I'd recommend sending a product request to our developers. Doing this will let them know what features would help a business like yours run even better, and they will consider that in a future update.

The steps provided by my peers KhimG and HoneyLynn_G should help you add the phone number to your sales transactions. Additionally, enabling the Hosted Invoice Page gives the customer the benefit of having Stripe handle complex payment and authentication flows (without any extra implementation effort from you).Welcome back, me to step in and add a few insights about adding the customer phone number to their invoices. This gives them the option to choose a payment method that suits them best. With the Hosted Invoice Page, you can display the allowed payment method list to the customer. You can also select the payment method on a per-invoice basis when you’re creating an invoice through the Dashboard. You can set defaults to apply to all of the newly created invoices from the Invoice template. Set allowed payment methodsįrom the Hosted Invoice Page, you can configure invoices to allow payment with one or more of the supported payment methods. You can customize these branding settings in the Dashboard.

The Hosted Invoice Page is customizable with your: Next to Payment page, copy the link and send it manually.

After you complete the invoice go to the Details section in your invoice’s details page. (We don’t send an email to your customer when you select this option). You can also generate a link to the Hosted Invoice Page by clicking the gear icon and selecting Send invoice or link manually. Once selected, Email invoice to customer with link to payment page appears next to the radio button. To enable the Hosted Invoice Page on any individual invoice, click the gear icon and select Email invoice with link in the Payment section when you’re editing an invoice. Enable the Hosted Invoice Page by default