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handyvanceky
Level 1

I am doing work for a Trust Co for one of their clients. I want to create an invoice for the work done at the clients address but want to bill the trust co. how?

I am billing and being paid by the trust co. But I want to include the work location of the actual job. Is there a way to do that in quickbook invoices?

1 Comment 1
JoesemM
Moderator

I am doing work for a Trust Co for one of their clients. I want to create an invoice for the work done at the clients address but want to bill the trust co. how?

You can create a custom field to include the actual job when creating an invoice, handyvanceky.

 

Here's how:

 

  1. Go to the Gear ⚙ and select Custom fields.
  2. Select Add field. If this is your first time creating a custom field, select Add custom field.
  3. Enter a name in the Name(Example: Work Location)field.
  4. Choose the Data type ▼ dropdown for the type of custom field.
  5. Select the category, whether it’s CustomerTransactionVendor, or Project.
  6. In Select forms, select Invoice beside the checkbox.
  7. To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
  8. Click Save.

 

Once done, manually enter the address on each invoice. For more details about the process, see this article: Add custom fields to sales forms and purchase orders in QuickBooks Online. It also includes details on usage limits, editing, and hiding custom fields in QuickBooks.  

 

Don't hesitate to ask if you require additional help. I'm here to help you.

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