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Hovergaz
Level 2

Add a customer reference number to invoices

I currenly include a customers work order referance number as an item within their invoice. Is there a way of adding this in its own dedicated position in the same way as happens with the Invoice number, terms & date Etc? 

Solved
Best answer February 28, 2019

Accepted Solutions
EdwardR
QuickBooks Team

Add a customer reference number to invoices

Thanks for getting back to us Hovergaz.

 

I think what you will be looking for is a Custom Field this feature is not included in QuickBooks Online Simple Start this feature is included in Essentials and Plus where you would be able to add a custom field. this is something which would need to be manually entered on each invoice with it being custom.

 

You can upgrade to the Essentials and Plus packages however you can't then downgrade the same account back to Simple Start. I would advise checking this link here which gives details of features in these versions to see if there anything else which you may need for your business. You can also feedback for the Simple Start version on this link here.

View solution in original post

7 REPLIES 7
EmmaM
QuickBooks Team

Add a customer reference number to invoices

Hi Hovergaz

 

Are you using QuickBooks Online? Which version are you using? There may be the option to use custom fields.

 

Thanks

 

Emma

Hovergaz
Level 2

Add a customer reference number to invoices

Hi, I am using the Simple Start online version. I am also using an uploaded custom template that I could add it too but can't see a way of filling that in via the new invoice screen. ...Or are QB fiendishly clever and the screen I see is based on my template?

EdwardR
QuickBooks Team

Add a customer reference number to invoices

Thanks for getting back to us Hovergaz.

 

I think what you will be looking for is a Custom Field this feature is not included in QuickBooks Online Simple Start this feature is included in Essentials and Plus where you would be able to add a custom field. this is something which would need to be manually entered on each invoice with it being custom.

 

You can upgrade to the Essentials and Plus packages however you can't then downgrade the same account back to Simple Start. I would advise checking this link here which gives details of features in these versions to see if there anything else which you may need for your business. You can also feedback for the Simple Start version on this link here.

View solution in original post

Hovergaz
Level 2

Add a customer reference number to invoices

Oh well, looks like I will be continuing to add the work order number as an item. My need Re QB are very simple and I can't justify the upgrade as there are so many features that I wouldn't use.

 

Thank you for the help.

AlcaeusF
Moderator

Add a customer reference number to invoices

Hi there, Hovergaz.

 

I appreciate you for getting back to us about what you're going to do.

 

While this isn't available in the Simple Start version, you can continue doing the workaround you've mentioned. I'll be sending the feedback for you as well about the feature you need on this version.

 

Please remember I'm always available whenever you need assistance with QuickBooks. Wishing you all the best.

David612
Level 1

Add a customer reference number to invoices

I am using On line plus.  This shows a customer ref field on invoices but I cannot find what field will enable thisnto print on the docx custom template I have uploaded. 

Kristine Mae
QuickBooks Team

Add a customer reference number to invoices

I'm here to help you, David612.

 

When you import a sales template, you'll have to use the EZ Map fields. These are sets of known keyboard fields in QuickBooks Online. Our program looks for text enclosed in angle brackets (<>) in your template. 

 

Having said that, you'll have to match the fields with QuickBooks fields. I'll add some screenshots to guide you.

 

 

 

 

 

 

 

For more information, you can refer to this article: Import custom form styles for invoices or estimates.

 

Get back to us if you need more help with this. We'll reply as soon as we can. Take care!

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