Can you add classes to show on sales invoice?

Ok thanks, I have a customer that is on essentials so I would need to upgrade her, but can you show me an example? I have tried it on my accountants login but it doesnt work on there. How do I add classes to be shown on the invoice?

Thanks for getting back to us office81.

If you'd like to test this out in your account, you'll need to turn on class tracking by going to the Cog Wheel > Company Settings > Company > Categories > Turn on. You can opt here to assign classes per transaction or per transaction line. 

Once enabled, you can create your own custom categories by going to the Cog Wheel > All Lists > Classes > New. 

When creating a new transaction you'll now see an additional field to select this. You can see more on setting classes up here. 

Get back to us below if you have any Q's on this! 

Hi there

Thanks for the response. I have since spoken to one of your colleagues on the chat function who has showed me how to do this, and you are correct that it does add the class to the invoice screen, but what Im trying to get to is being able to include on the printed/emailed invoice to the client. Is this possible?

Hi office81

It is not possible to have the class showing on the actual invoice you send to the customer. However you can create an additional field called class and manually enter the class name as well as enter it in the column and the additional field will appear on the customers invoice. When you are within an invoice select the small cog in the top right hand corner to the left of the help icon > select + Add your own field > give it a name 'Class' ensure the box is ticked > select the x to exit > you should now see the new field on the top left hand side of the invoice > when you enter the class name and the other information, save, print or preview > the class field will be displayed

I would like to create a column in my invoice that shows Class so that my client can track his own expenses within that class.  Your suggestion only allows Class to be a custom field on the top part of the invoice. Do you have any suggestions on how to create a custom column where I could put some type of code so that he can organize it by class? 

It's nice to have you here, mggill. 

Allow me to provide additional information about adding a column in QuickBooks. 

Customizing the column on the invoice is an unavailable option in QuickBooks Online. You'll want to consider adding a custom field to your invoice as mentioned by my colleague above.

You might want to check out this article to learn more about how to search for transactions with a specific custom field: Filter, search, and sort with custom fields.

I've added this article as an additional guide to personalizing your invoice: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Be sure to drop me a reply if you have additional questions while managing invoices in QuickBooks. I'd be more than happy to help. Stay safe and have a good one.

This is all very poor. Why is there a limitation that allows you to have a field that is usefull as class but does not allow it to be shown on the printed version sent to the customer? If there is a field in the database why not be able to include it on the invoice? Give me 1 reason why I should not be allowed to add this on to the invoice but I can create another field called "class" but is not the actual class field. How confusing and convoluted is that. Very very poor. Would love to hear the logic behind this.

H iNad1Ahmed, thanks for sharing your thoughts. Classes are for internal use only as they usually represent a business segment, such as a department or product line, that would not be relevant to the customer. 

If you would like additional text to show on the invoice, you can add Custom fields instead. To show the custom field on printed and delivered forms, turn on Print on form in the Custom field settings. 

Thanks for reaching Intuit support. We're just a post away if you have further questions or require additional assistance. 

The Class field maintains a list of classes and subclasses. Is it possible to create a custom field that also does that. So that when I am entering the invoice my custom field has a list of pre-defined data items. For my company it would be a list of properties as we do work to maintain properties for clients that have multiple properties and want to be billed at the end of the month for all the different jobs that were done that month.

Hi Nad1Ahmed Thanks for reaching out to us here on the Community. It is possible to create a custom field that also has a customised drop down menu on our advanced product. I have included an article that references how to create the custom fields: https://intuit.me/3XRKtqf

If you have any further questions please reach out to us and we'll be happy to help you.