cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
andrew18
Level 1

Can I format the additional custom fields available when creating my invoice templates?

I want to show a SITE ADDRESS and a DESCRIPTION OF WORKS on my invoices and the existing custom fields don't seem to be big enough to hold this information. I've thought about using the Shipping fields, but this then displays information like shipping cost that isn't relevant.
1 REPLY 1
Catherine_B
QuickBooks Team

Can I format the additional custom fields available when creating my invoice templates?

Hi there, andrew18. 

 

Aside from the custom fields, you can use the Message on invoice field to enter the details you want to add. 

 

Also, you have the option to import your custom form styles for invoices. You'll have to turn this feature on first before importing: Import custom form styles for invoices or estimates

 

Here's how to turn on: 

  1. Click the Gear icon at the upper right corner. 
  2. Select QuickBooks Labs under the Your Company section. 
  3. Click the button to turn on Import Style
  4. Then, click Done

You'll also want to check this article for more details on how to customise invoices, estimates and sales receipts

 

Let me know if you have additional concern. I'm here to help!

Need to get in touch?

Contact us