Sales | Branding - Include ContactAccountNumber merge field on invoices (and credit notes)
Allow the contact's account number <ContactAccountNumber> to be included on Branding Theme invoices (and other documents).
The <ContactAccountNumber> is allowed to be included on system default invoices.
Dean Wilson
shared this idea
✨ Hi everyone, thanks for sharing your feedback on having a dedicated account number field on sales invoices.
We understand why having this as a clear field on the invoice would be helpful, especially for businesses that use account numbers as an important customer identifier.
We’ve reviewed this idea and moved it to Gaining Support, so others in the community can vote and add their comments.
If this would make a difference to your workflow, it’d be really helpful to share more detail on how you’d expect this to work in practice — for example, whether you’d want the account number to appear as a dedicated field while creating the invoice, carry through to the online invoice and PDF by default, or be available without needing template customisation.
The more detail and support we see here, the better we can understand the demand and the best way to assess the idea.
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Brandon Raiteri
commented
New Invoicing - Introduce the Account Number Field to the new Invoice template.