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bowtiecat
Level 1

Hidden fields for customer on invoices

I have a client that would like to switch from QB Desktop to Online and I am trying to find out if this functionality is possible.  I recall in the past there was a way to customize the invoice template so selected fields would or would not display on the invoice the customer receives.  This client is currently invoicing in desktop and has a field "order cost" that they need for each item on the invoice.  This changes each time, so it can't be set as a cogs cost using an inventory item.  Basically I need to add a column next to the quantity on each line.  The customer should never see this, and the client will need to be able to run reports and have this amount displayed on the sales report.  Is this possible or is there a good workaround?

1 Comment 1
GlinetteC
Moderator

Hidden fields for customer on invoices

Thanks for sharing detailed information about your concerns, bowtiecat.

 

In QuickBooks Online, you can only add cost to the item but not on the invoice. Also, the option to select what fields that can't be visible to the customer is unavailable.

 

Here are articles you can check to learn more about the difference between customizing invoice templates in QBO and QBDT:

 

 

The Community is always here if you need more help.

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