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Level 4

Is there facility in qbo invoice customisation to add a calculated box?

I want to add a box which states how much (per unit) the customer has saved and the total saving on that invoice.  So it relates to the quantities in the invoice
Solved
Best answer June 10, 2019

Accepted Solutions
Anonymous
Not applicable

Is there facility in qbo invoice customisation to add a calculated box?

It's nice to see you here today, @communityoil,

 

I am here to share additional information about customising the invoice format in QuickBooks Online UK.

 

I agree with Rustler. We currently do not have an option to add a custom field to calculate how much your client saved for a sale. You may follow the workaround he provided to input the information directly on the Description column.

 

However, if you're referring to adding discounts to the invoice, you may set it up as a Service item. Here's how:

 

  1. Select the Gear icon and choose Products and Services.
  2. Click the New button.
  3. Tap on Service.
  4. Input all the information of the discount item.
  5. Hit Save and Close.

Once done, you can enter the item to the sales transaction then add a negative amount. This way it deducts to the total amount due for the customer. Please see screenshot:

 

That should do it. Please let me know if you have other questions about QuickBooks. I'll be more than glad to help you out. Have a great day!

View solution in original post

2 REPLIES 2
Level 15

Is there facility in qbo invoice customisation to add a calculated box?

no there is not

you could I guess put that info in the description block manually

Anonymous
Not applicable

Is there facility in qbo invoice customisation to add a calculated box?

It's nice to see you here today, @communityoil,

 

I am here to share additional information about customising the invoice format in QuickBooks Online UK.

 

I agree with Rustler. We currently do not have an option to add a custom field to calculate how much your client saved for a sale. You may follow the workaround he provided to input the information directly on the Description column.

 

However, if you're referring to adding discounts to the invoice, you may set it up as a Service item. Here's how:

 

  1. Select the Gear icon and choose Products and Services.
  2. Click the New button.
  3. Tap on Service.
  4. Input all the information of the discount item.
  5. Hit Save and Close.

Once done, you can enter the item to the sales transaction then add a negative amount. This way it deducts to the total amount due for the customer. Please see screenshot:

 

That should do it. Please let me know if you have other questions about QuickBooks. I'll be more than glad to help you out. Have a great day!

View solution in original post