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Lucagu
Level 1

Memo field in Invoice page

Hi community, please let me know if this topic is already somewhere but I couldn't find it.

 

Is it just me or anyone else is really missing the "memo" field in the main invoice page? When I look at that page at a glance for my invoices and I have 5/6 for the same client there is not way for me to know which invoice is which (no, I don't remember invoice numbers).

 

It's something you can see in the "all sales" page but then it's more clicks, filtering etc. I feel like it should be a basic standard feature being able to identify an invoice in the Invoice page.

 

Thoughts? Am I missing something?

 

Thanks a lot

 

Luca

3 Comments 3
IntuitSheila
Level 8

Memo field in Invoice page

Thanks for posting in the Community, Lucagu!

 

You can add columns to display in your All Sales tab page. Click on the small gear icon or wheel icon and select the column to add. Here's how:

 

  1. Log in to QuickBooks Online using a web browser.
  2. Click on Sales tab.
  3. Under All Sales tab click on the Settings or Wheel icon after the ACTION column.
  4. Under Columns tick box for Memo and other field you wanted to show.

Also, please take note that the information in the Memo column is based on the information entered in the Message on statement box. If you have not entered any data in the message to statement on the invoice nothing will flow in the memo column. You'll have to manually open each transaction and add the information.

 

  1. Click on All Sales tab.
  2. Locate the invoice, or click on Customers tab.
  3. Choose the appropriate customer, then select the transaction.
  4. Then enter the field ticket number and other necessary information in the Message on statement text box.
  5. Hit Save or Save and close, then select Yes to confirm the changes.
  6. Repeat the same process for the other transactions.

 

Post again in the Community if you have other concerns. 

Lucagu
Level 1

Memo field in Invoice page

Thanks.

 

As I mentioned that is clear but the "all sales" page is not the main working page for invoices (at least for me).

 

You have the field in the database, why not giving the option to add that column to the "Invoices" page? 

It sounds so simple and basic having an invoice reference in the invoice page.

RCV
QuickBooks Team
QuickBooks Team

Memo field in Invoice page

We hear your concerns about this matter, Lucagu. Let me share information about the columns feature in both the Sales and Invoices page in QuickBooks Online (QBO).

 

I understand how important it is for your company to have the Memo columns on the Invoice page. However, we can only add the Memo column on the Sales page.

memo.PNGmemo1.PNG

 

We see consumer feedback as an opportunity to improve the numerous features of our products. I'd recommend giving our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Here's how:

 

  1. Go to the Gear icon.
  2. Hit Feedback.
  3. Type in your recommendation in the Share your feedback field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

Alternatively, we can access the All Sales page and choose Invoices in the Type field. From there you'll see all the invoices in with the notes in the Memo column. See the screenshot for your reference: 

 

memo2.PNG

 

To help guide you with utilizing your sales form templates in QuickBooks Online as well as on what other information you can add, you can go through the pointers below:

 

 

If there's anything else that I can help you with aside from managing your invoices or running invoice or sales reports, please let me know in the comments below. I'll be here ready to lend a helping hand. Have a good one.