Overview
If you want to add a Care Of or c/o field that appears on print invoices, you can create one by adding a custom field that lives on the customer record.
Who uses this feature
Administrators, office employees, managers, accountants, and bookkeepers
Applies to all business types
Applies to all trades
Things to know
The c/o field is a recommended solution if you want to show your customers’ phone numbers on your invoice print views.
Create a custom c/o field
In the navigation bar, go to Settings > Operations > Custom Fields.
Click Add.
On the Create New Custom Field page, enter either c/o or C/O in the Name field.
Under the Where It Appears section, select Customer Record.
Make sure Text is selected in the Type dropdown and click Save.
Note: The field must be named either c/o or C/O. Make sure there aren’t any extra spaces and characters. Otherwise, the field won’t appear on the invoice print view.
For steps on how to add information to a customer’s c/o field, move on to the Fill in c/o field on the customer record section.
Fill in c/o field on the customer record
On the Search page, locate the customer.
Click the Edit
. On the Edit Customer page, find the c/o field and type in the customer’s information.
Click Save.
To confirm the c/o field is saved, go to the customer’s invoice page and click the printer icon to see the invoice print view.