Adding Contact Name to an Invoice


Trying to add contact name, email, and phone number onto an invoice. Is this possible? Doesn’t seem so.

Also, I wanted to add additional information to the Contact Name such as Job Title…any thoughts?



You’d need to create a custom invoice design as well as modify the code used to generate the PDFs to make the fields accessible. Note: use we Grunt to concatenate the JS files to built files.

Is it possible with the hosted version? I’m also trying to add the name of the contact in the invoice using $ but it does not work.

Try ["$contact.firstName"," ","$contact.lastName"]

Note: you’d need to use ‘Code’ view


Would be nice to add it in the documentation :wink: