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Im on the Simple Plan.. How do I add an Optional Credit Card Surcharge? I Used to use a CUSTOM1 field option but in the SimpleVer this field is No longer available to me.

 
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QuickBooks Team

Im on the Simple Plan.. How do I add an Optional Credit Card Surcharge? I Used to use a CUSTOM1 field option but in the SimpleVer this field is No longer available to me.

Hello there, @sales151.

 

Currently, the Custom fields feature is available in QuickBooks Online Essentials and Plus. With your current plan (Simple Start), you can add the optional credit card surcharge in the Message on invoice field to track your customer transactions.

  1. Go to the +New button.
  2. Select Invoice.
  3. Enter all the needed information.
  4. Input the "Optional Credit Card Surcharge" in the Message on invoice field.
  5. Click Save and close.

 

I've attached a screenshot below that shows the fourth to fifth steps.

70.PNG

 

Moreover, in case you still want to use the Custom fields feature in adding the optional credit card surcharge in your transactions, you'll have to upgrade your plan from Simple Start to either Essentials or Plus. For the detailed steps, kindly refer to this article: Upgrade your QuickBooks Online subscription.

 

Also, you can personalize your invoices and other sales forms to add information that matters to your business. You can check out this article for the detailed information depending on your plan: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Please let me know if you have other concerns. I'm just around to help.