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05/24/2012 at 04:51PM PDT
Important Announcement! A planned system-wide upgrade will take place over the Memorial Day Weekend in the US (From Thurs, May 24, 2012 at 6 pm PDT thru Tues, May 29, 2012 at 5 am PDT). This includes QuickBooks, QuickBooks Payroll, Point of Sale, & Salesforce.com. This is only for US based products. This does not affect QuickBooks Online customers! During this time, you can shop, but can’t place orders online, activate products or update account info. We apologize for the inconvenience & thank you for patience while we improve our infrastructure to better serve you. International versions are unaffected. For more info, see our community discussion.
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LauraMac1
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11/09/09 9:55am PST
Viewed by asker 11/12/09 1:52pm PST

Customize Invoice with predefined fields?

US QuickBooks Enterprise Solutions : 7.0: Professional Services

How can I display the customer e-mail field on invoices? It seems I can only select fields to display including new custom fields I create -- how about fields that already exist within Quickbooks Enterprise?

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11/09/09 10:10am PST

Open the invoice > Click customize > Click Layout designer > Click the Add button > Select Data > Scroll down & Select Customer E-mail. THis will print it on the invoice. It will bot display it it on the screen.

If you want it to display on the screen then you'll need to create a custom field on the customer's card.

Hope this helps. If so please mark solved, if not please ask more questions. Thanks!

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11/09/09 2:22pm PST

Thank you Ray, for taking the time to answer my post.  This doesn't do what I want it to do.  My goal isn't to print their e-mail address on the invoice, I want to add it to the invoice form for data entry.  I already know how to add a custom data field, but I don't want a custom data field -- I want the one that already exists within Quickbooks, similar to name, address, city, state, zip.  I'd like to put their e-mail ON the invoice template. 

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Laura, if you make a custom field on the customer card like I suggested that field can be put on the template on the screen otherwise you can't.

Hope this helps. If so please mark solved, if not please ask more questions. Thanks!

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