How do you add your UTR number So it shows on invoice

I can assist you with adding a UTR number to your invoice, agelectricalnwlt.

QuickBooks Online offers two ways to include this in an invoice.

You can use the Message to customer field to include your UTR number on the invoice. Once added, the information will be automatically populated whenever you create one. I'll gladly provide you with step-by-step guidance on how to do this:

1. Click on the Gear icon and select Custom form styles.
2. Locate the invoice template you typically use and click on Edit.
3. Once the template is open, choose the Content tab.
4. Please proceed to the Footer section and click on it.
5. Enter the UTR number in the designated Message to customer field.
6. Select Done to save the changes.
7. To preview the modified invoice with the added UTR number, click on the Preview PDF option.

You also have the option to add a Custom field specifically for your UTR number. Here's how:

1. Click on the Gear icon and select Custom form styles.
2. Locate the invoice template you typically use and click on Edit.
3. Once the template is open, choose the Content tab.
4. Select the Header section.
5. Scroll down and locate the Manage custom fields link.
6. Click on the Add custom field button.
7. Enter the UTR number in the Name field and check the box for All Sales forms.
8. Once you have finished, click on the Save button.

By implementing these steps, you can effectively add your UTR number and ensure its visibility on your customer invoices.

Here are some resources you can read for additional reference on personalising and adding custom fields to your sales forms:

• Customise invoices, estimates, and sales receipts in QuickBooks Online.
• How to add custom fields to sales forms and purchase orders.

Furthermore, you can create and customize accounts receivable ageing reports to obtain a summary of your customers' outstanding balances, identify those who are overdue in their payments, determine the remaining amount due, and assess the length of time the payments have been unpaid. Refer to this article for more details: Run an accounts receivable ageing report.

I'll keep this thread open if you have other questions regarding managing invoices or relevant QBO issues. I am always available to help. 

After I click on the the gear logo there field that your asking me to find is not there 

Hi there, agelectricalnwlt.

I appreciate you providing an update on the results when adding the UTR number in QuickBooks Online (QBO). And I'm here to ensure you can achieve your goal.

To investigate why the Custom form style option is missing on the gear icon, let's perform some troubleshooting steps by logging in via incognito mode or a private window. This way, it confirms if the cache is the cause.

Here's how:

• Press Ctrl + Shift + N (Google Chrome).
• Ctrl + Shift + P (Firefox).
• Control + Option + P (Safari).

Once logged in, try to customise your template again. If it works, go to your default browser and clear the cache. See Clear cache and cookies to fix issues when using QuickBooks Online for more information. 

Otherwise, switch to a different browser like Firefox, Google Chrome, or Safari. The one you are currently on may be having a temporary issue with QuickBooks, and using a new browser for the moment will allow you to get back to work.

You may also visit this resource to know what computer and browser you need for the best QuickBooks experience: System requirements for QuickBooks Online, Accountant, and QuickBooks Self-Employed.

In addition, you can see the Custom form styles option under the List section in the Gear icon and choose  All lists. From there, you can customise the form to add what you need.

For future reference, check out this article to learn how to receive invoice payments in QuickBooks Online. 

If you need additional assistance in customising your form, let me know by commenting below. I'm always here to help. Have a great day!