How to get reference field on an estimate to print on an invoice?

How to get reference field on an estimate to print on an invoice?

I want to use the reference field in estimates for a property address.  I then need that field to carry over to invoicing once the estimate has been accepted and work completed.  The customer( a property management company) is the same for all the different addresses.  I don't want to have to use an item entry. Instead I would like it to be in the header of the estimate/invoice/credit.

I have tried many different approaches and none seem to work.  I tried renaming the reference field and customizing the templates. I've tried using custom fields, etc... 

This feature must be possible and I am just missing a step?

Thank in advance.

Steve




      • Sticky Posts

      • Zoho Invoice Will Soon Discontinue Support for Older Browser Versions

        Hello users, Starting from May 15, 2024, Zoho Invoice will no longer support the following browser versions: Browsers Version Restrictions Firefox Browser Versions older than 100 Google Chrome Versions older than 100 Microsoft Edge Versions older than

      • Bulk Printing now available in Zoho Invoice

        Hello, We are happy to announce the much requested and much awaited feature in Zoho Invoice - Bulk Printing of Estimates and Invoices. All you need to do is, select the invoices you wish to print and then click the 'Print' button. All the invoices will be downloaded as a single PDF file which can be printed as you wish. You can print upto 25 invoices at a single go. Go ahead and give it a shot and let us know how it worked for you. Regards, Reshma   

      • Introducing the iPhone App for Zoho Invoice

        Now you can invoice on the go from your iPhone through the Zoho Invoice iPhone app. Our iPhone app is available at the apps store for download. The app is special in more ways than one: An impeccable UI takes your invoicing experience to a whole new level That's a first native app we've come up with It's available for FREE!!!!! Yeah, absolutely Free. No brainer there, we just wanted to make our users to enjoy the app no strings attachedHere some snapshots of the app: For the real experience, head