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how do I add a purchase order number to the invoice template

 
6 REPLIES 6
QuickBooks Team

Re: how do I add a purchase order number to the invoice template

Hello, Boxless.

 

You can utilise the custom fields to add the purchase order number on invoices. To add a custom field:

 

1) Click the Gear icon, and then select Custom Form Styles.

2) Create or edit a template for invoices.

3) Click the Content tab, and then click the first section on the preview image.

4) Click the + Custom field link.

5) Check one of the boxes and then name it (let's say Purchase Order Number or PO number).

6) Click Done.

 

When you create an invoice using the template, you can add the purchase order number manually in the custom field box.

 

That'll do it. Please let me know if there's anything else I can do for you.

 

Level 1

Re: how do I add a purchase order number to the invoice template

there is no +customfield link

Level 1

Re: how do I add a purchase order number to the invoice template

I am trying to add a PO and Job number field, however there is no "custom field" option.

 

Please advise

QuickBooks Team

Re: how do I add a purchase order number to the invoice template

Hello Carly welcome to the Community.

 

I can certainly help with adding custom fields to your invoice. First of all please select the Cog Wheel in the top right of your dashboard, then select Account and Settings. When in the settings go to Sales, there select Sales form content and you should be able to see the options of Custom fields which you can then set as internal or public. Once this has been activated and you go to create an invoice you should be able to see your newly created fields.

 

Please let us know if this helps.

 

Thanks,

Level 1

Re: how do I add a purchase order number to the invoice template

Hello,

 

I need to add a date range of service into my invoices. 

I was looking for the custom field but and followed the instructions listed here and i dont have that option. 

 

I really need this in order to send invoices. 

Is there another way to add custom fields or notes on an invoice.

 

Thank you

Moderator

Re: how do I add a purchase order number to the invoice template

Hello RoyaFit,

 

Before we can add custom fields on the invoice, we'll need to turn on this function first. The steps were already provided by EdwardR but I'll just include it here in my reply. 

  1. Click the Gear icon in the upper-right corner and select Account and Settings.
  2. Select the Sales tab and go to the Sales form content section.
  3. Put a check mark on the Internal and Public boxes of the Custom fields.
  4. Enter the name of the customized fields.
  5. Click Save and Done.

You can also turn on the Service date function through these steps:

  1. Follow the Steps 1 and 2 above.
  2. Turn on the Service date function.
  3. Click Save and Done.

This way, you should be able to add the service date per line item and enter the additional information in the customized fields.

 

I'll be right here if you need anything else.