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ahmlvgs
Level 1
posted
‎September 05, 2022 06:00 PM
last updated ‎September 05, 2022 1:00 AM

Custom Fields in Invoice Templates

I am trying to have a number of different invoice templates with different custom fields. E.g. client group x needs field #URN but no other client group requires this so having it show on their invoices is not necessary and may cause confusion. I have tried, unsuccessfully so far, to have the custom field only appear on one template but it appears on all of them. How can I manage this?

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2 Comments 2
Kevin_C
QuickBooks Team
QuickBooks Team
‎September 05, 2022 08:38 PM

Custom Fields in Invoice Templates

Hi there, @ahmlvgs.

 

I appreciate you sharing the in-depth details of your concern. I'll provide some information about how custom fields work on QuickBooks Online (QBO).

 

I understand that you want to make some changes and improvements to QBO to meet your business needs. However, at this time, the option to customise a custom field to associate it with specific invoice templates in QBO is unavailable.

 

In the meantime, you can leave the custom fields blank when creating an invoice for clients who don't need them. This way, it will also not reflect on the invoices when sending them to your clients.

 

While I’m unable to recommend an app, I also recommend looking for a third-party app that lets you customize the templates for your invoices. Simply hover over to the Apps menu inside your QBO account and look for an app.

 

Moreover, since this option is not yet possible, you can send this request to our Product Development Team to help improve your experience. They can review your suggestions and make some necessary adjustments in the next update. Let me show you how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Enter your comments or product suggestions.
  4. Select Next to submit.
    Feedback QBO.PNG

 

Additionally, you can check out this article as your reference for receiving and categorizing invoice payments in QuickBooks Online: Record invoice payments in QuickBooks Online.

 

You're always welcome to get back to me if you have any other follow-up questions about managing invoices in QBO. I'll be here ready to answer them for you. Have a great day!

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ahmlvgs
Level 1
‎September 06, 2022 07:49 PM

Custom Fields in Invoice Templates

Thank you for the prompt response, I do appreciate it. Unfortunately, it doesn't meet my needs to have this field show on invoices that don't need it so I'll submit feedback detailing same. Thanks again :)
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