Question

Delivery Field?

3 replies
20 views

Hi QBers,

Does anyone know if you can add a "Delivery Charge" field at the bottom of the invoice that's unaffected by the "Discounts" field?

Thanks in advance!

Charlie

QuickBooks Online

C

ClaireSamanthaS

QuickBooks Team

Currently, there is no option to add a Delivery Charge field at the bottom of the invoice, Charlie. However, you can utilize the Custom Field to add one. Let me show you how.

When adding a Delivery Charge field using the Custom Field feature, please note that this will be added at the top of the invoice instead of the bottom. Please follow the steps below.

To modify your custom fields, please follow these steps:

Navigate to the Settings icon, and then choose Custom fields.
You can either click Edit for the field you want to change or Add field to add a new one.
Enter a Name, then select a Data Type.
Choose a form, then tick the Print on form icon.
After making your modifications, click Save to apply the changes.

Once done, create an invoice to check if you can now see the Delivery Field:

To further manage and modify your custom field, please refer to this article: Set up custom fields for sales, expenses, and suppliers in QuickBooks.

You can also check out these articles to learn how to print or download your sales forms:

As always, our Community Forum is eager to offer assistance if you have inquiries or questions about managing your invoices. You can save this thread or circle us back by clicking the Reply button below, and I'll assist promptly.

C

charlieelcock-gmAuthor

Thanks for the advice ClaireSamantha, but I've already done something similar and it's still affected by any discounts I apply.. I presume your way is too?

J

Jovelyn_M

QuickBooks Team

Thank you for getting back with an update, charliee. Allow me to provide clarification on the delivery charges field affecting your discount field.

First, it's important to understand that custom fields are used to add extra information to invoices that customers can see. However, these fields do not affect the invoice's computation or alter the financial calculations.

On the other hand, line items on an invoice only affect the financial calculations. If you apply a discount to an invoice, the amount of the discount depends on these line items.

Additionally, it’s important to make sure that these line items and any discounts are correctly entered, to ensure that your invoices reflect the correct charges and help maintain robust financial records.

You can refer to this resource for more information on creating and using enhanced custom fields in QuickBooks Online Advanced: Create and edit custom fields in QuickBooks Online Advanced.

Furthermore, here is a resource that will help you download and save sales forms and statements as PDFs in QuickBooks Online: Download and save sales forms and statements in QuickBooks Online.

Our team is ready to support your journey. For any questions or additional assistance regarding your invoices, please reach out through this platform. We're excited to enhance your QuickBooks experience.

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