Create a c/o or Care Of field on print invoicesLast updated on 09/07/2022
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.
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.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.