I have recently started to use QuickFile for a scout centre I volunteer at. We process hand written booking forms and use these to generate a client account from which we invoice for courses that we run.
Is it possible for invoices to show the clients email address and phone number?
Thanks for any help.
Welcome to QuickFile!
It’s not possible to show the clients email and phone number unfortunately.
This isn’t something I recall being brought up before, so I’d be interested in knowing the use case for this?
Yes, I would also appreciate at least phone number on invoices, too - simply because we use invoices as a job descriptions, too - so for staff leaving office with printed invoice (= work description) is very handy to have a phone number if they will need to contact the customer.
As LPMM says above, it would be a similar situation. I save off the invoices as they are generated to a shared box account, these are then picked up by other volunteers at our centre (volunteer staff are based across the UK). If there are any queries for a booking by any member of staff, the invoice would have all the data.
Since posting, I have come up with a work around.
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