cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Do you need any support with Making Tax Digital (MTD)? - Ask it here!
catherine-casace
Level 1

How do I customise my invoice with Quickbooks Self Employed? I would like to add PO numbers and supplier account information but currently the only option is to put the information in the message box and that looks messy.

 
3 REPLIES 3
MaryJoyD
QuickBooks Team

How do I customise my invoice with Quickbooks Self Employed? I would like to add PO numbers and supplier account information but currently the only option is to put the information in the message box and that looks messy.

I can share some information in customizing invoices, @catherine-casace.

 

At this time, you can only add the client information (name, email address, and address) on the invoice. The feature to add PO numbers, supplier account information is currently unavailable. Yes, you can add them in the Message box in the meantime. 

 

I can totally see the importance of being able to add custom fields in creating invoices, so I'll take note of it for consideration in future updates.

 

I'd encourage you to visit our Blog to be updated with our latest news and updates. We will also be posting our road-maps here, including suggestions received that have been taken into consideration.

 

You can refer to the following article for more information about creating invoices in QuickBooks Self-Employed.

 

I'm always here to provide help and answer any questions that you may have with invoices and or anything else. Have a great rest of the day!

david-little58-y
Level 1

How do I customise my invoice with Quickbooks Self Employed? I would like to add PO numbers and supplier account information but currently the only option is to put the information in the message box and that looks messy.

Has there been any developments with reference to being able to add job No and Purchase order No to the invoices within the self employed version of quickbooks?

JonpriL
Moderator

How do I customise my invoice with Quickbooks Self Employed? I would like to add PO numbers and supplier account information but currently the only option is to put the information in the message box and that looks messy.

Hello @david-little58-y,

 

We're unable to provide the exact turnaround time as to when a feature will be available in QuickBooks Self-Employed. With this, let's consider letting our product developers know about your request by sending feedback. I'll show you how.

 

  1. Go to Assistant.
  2. Select I need help.
  3. On the textbox, type in Feedback.
  4. Click Add a feature.
  5. Enter a few words describing how you wish to enter the job and purchase order number in each invoice.
  6. Select Send.
  7. Click Yes.

 

On top of that, I've also included this reference helpful with the resources needed while working with us: Browse all articles for your QuickBooks product.

 

Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Take care and stay safe!

Need to get in touch?

Contact us