By default, contact's phone number is not shown on Invoice. Users can create a custom field that will source the contact's address from the contact record.
1. Login as Administrator.
2. Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
3. Enter a value for Label (E.g. Contact's Phone No.).
4. For Type select Phone Number.
5. Unmark the Store Value checkbox.
6. In the Display tab, set the Subtab value to Main.
7. Under Applies To tab, mark Sale.
8. Under Sourcing & Filtering, select Customer for Source List and Phone for Source From fields.
9. Click Save.
Post a Comment