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cvo1
Level 2
posted
‎November 03, 2023 03:35 PM
last updated ‎November 02, 2023 9:35 PM

Is it possible to further customise an invoice?

I have clients that require specific information to show on the invoices. The customise option does not allow for that. Is it possible to have a reference tab included or an editable notes section added to the invoice?
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Best answer November 03, 2023
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IntuitSheila
Level 8
‎November 03, 2023 04:58 PM

Is it possible to further customise an invoice?

Hi cvo1,

 

Thanks for posting in the Community!

 

You can add Custom fields in your sales forms to add more data in your sales forms. Custom fields feature is available in the QuickBooks Online Essentials and Plus version. Here's how to enable the custom fields:

 

  1. Click on the Settings ⚙ and select Custom fields.
  2. Select Add field.
    Note: If this is your first time creating a custom field, select Add custom field.
  3. Enter a name in the Name field.
  4. Select the All Sales forms or Purchase Order checkbox. Or, select both.
  5. (Optional) To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
  6. Select Save.

Then, create a new invoice or sales form and we should see the custom field entered and we can enter data from there.

 

You can check this link to learn more about: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

Post again in the Community if you have other concerns. I'll be around to help you.

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3 Comments 3
IntuitSheila
Level 8
‎November 03, 2023 04:58 PM

Is it possible to further customise an invoice?

Hi cvo1,

 

Thanks for posting in the Community!

 

You can add Custom fields in your sales forms to add more data in your sales forms. Custom fields feature is available in the QuickBooks Online Essentials and Plus version. Here's how to enable the custom fields:

 

  1. Click on the Settings ⚙ and select Custom fields.
  2. Select Add field.
    Note: If this is your first time creating a custom field, select Add custom field.
  3. Enter a name in the Name field.
  4. Select the All Sales forms or Purchase Order checkbox. Or, select both.
  5. (Optional) To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
  6. Select Save.

Then, create a new invoice or sales form and we should see the custom field entered and we can enter data from there.

 

You can check this link to learn more about: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

Post again in the Community if you have other concerns. I'll be around to help you.

Reply
cvo1
Level 2
‎November 04, 2023 12:40 AM

Is it possible to further customise an invoice?

Thanks, thzt was exactly what I was looking for

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MirriamM
Moderator
Moderator
‎November 04, 2023 01:22 AM

Is it possible to further customise an invoice?

Hello there, cvo1.

 

I am glad to know that the recommended steps provided by my colleague worked for you. 

 

In case you need tips and related articles in the future about the "How Do I" steps in QuickBooks Online, visit our QuickBooks Community help website for reference: QBO Self Help.

 

If you need additional help with QuickBooks, please let us know. We’ll be right here to further assist. Take care, and I wish you continued success.

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