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barton171-hotmai
Level 1

How do i write in the memo field (on invoices) so when i view the customer it shows?

 
8 REPLIES 8
GeorgiaC
QuickBooks Team

How do i write in the memo field (on invoices) so when i view the customer it shows?

Hi barton171-hotmai, thanks for joining the Community :)

 

You can edit this when creating an invoice on the web under the 'Message on invoice' field, or you can enter a default message on your invoice template by navigating to the Cog > Custom form styles > Edit > Content > Click the footer > See 'Message to customer on'.

paul72
Level 8

How do i write in the memo field (on invoices) so when i view the customer it shows?

Hi @barton171-hotmai 

 

When viewing the customer transaction list (Sales > Customers > Click on Customer to View), you should see a small cog symbol (settings) half way down the right side of the screen.

(on a PC - no idea if there's room on a phone/tablet screen)

 

Click on cog symbol & you can select the columns to view.

Make sure the Memo button is ticked.

You can then resize columns as required - but it should show the Memos from invoices & payments, etc.

 

Hope this helps.

barton171-hotmai
Level 1

How do i write in the memo field (on invoices) so when i view the customer it shows?

Thank you for your reply.  The memo field is ticked as per your instructions, on the customer transaction list it is showing the memo column but on the invoice it isn't there for me to write in :(

paul72
Level 8

How do i write in the memo field (on invoices) so when i view the customer it shows?

You should have two boxes (bottom left) on Invoices, @barton171-hotmai 

Message on invoice & Message on statement (that's the Memo Field that will show on the customer view).
 
Are they not there?
megagroup01
Level 1

How do i write in the memo field (on invoices) so when i view the customer it shows?

Same problem here, on the new version, the invoice (or estimate) there is no where to write that later shows on the Memo field

Rea_M
Moderator

How do i write in the memo field (on invoices) so when i view the customer it shows?

Hello there, @megagroup01.

 

Let's go to your customer's profile and visit the Transaction List tab to check what information from your invoice (or estimate) will show under the Memo field in QuickBooks Online (QBO).

 

When you create an invoice, there should be three fields (boxes), like the Message on invoice, the Message on statement, and the Attachments on the bottom left of the screen. 

 

The Memo field or column in the Transaction List tab on your customer's profile will only display messages indicated in the Message on statement box (Please see the screenshot below for your reference). In case your notes are written in the Message on invoice box, you'll have to open the form to review them.

 

 

You can read this article for more details about where and when a memo will print and appear when creating transactions in QBO: When the memo field will and will not print.

 

Also, you may want to check out one of our Help pages as your reference to guide you in managing your company's income and customers in QBO: Sales and customers help for QuickBooks Online. It includes topics about sales transactions, payments management, and customer statements, to name a few.

 

Let me know if you have other concerns about managing income and sales transactions in QBO. I'm always ready to help. Take care, and I wish you continued success, @megagroup01.

LVolz22
Level 1

How do i write in the memo field (on invoices) so when i view the customer it shows?

So here is the answer they are not telling you:

The MEMO field is now part of a custom form, not available on default invoices.   If you have a Simple Start plan, custom forms are no longer available to you, so, by extension, you can no longer use the MEMO field.

 

You read that correctly.  Intuit raised the price again, and took away features we were using that were previously available at the lower price.

LVolz22
Level 1

How do i write in the memo field (on invoices) so when i view the customer it shows?

If you have a Simple Start plan, Intuit has disabled that feature for you.

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