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Level 1

How to add extra header boxes on the invoice template?

I need to have more information on my estimates and invoices.  There is only a certain amount of data fields that will show up on my estimate input form, even though I have used the design layout to show more.  In other words my design template is not communicating with the final estimate that I use to key in the information for each client.  

5 Comments
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QuickBooks Team

How to add extra header boxes on the invoice template?

Hello there, @Dieselbarn.

 

I'm here to help you add extra header boxes on your invoice template.

 

You may need to customize the form styles by adding custom fields on the header area. Let me show you how.

  1. Go to the Gear icon.
  2. Select Custom Form Styles under Your Company.
  3. Select a template under Custom form styles and click Edit under Action.
  4. Go to the Content column and click the header area.
  5. You can add a field under Display, just click on Custom field.

That would allow you to add extra header boxes in the invoice template. Feel free to add a comment if you have any other concerns about invoices. I'd be glad to help!

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Level 1

How to add extra header boxes on the invoice template?

First off, having QB 2019, I don't see a gear icon.  That stops me right there!

Highlighted
QuickBooks Team

How to add extra header boxes on the invoice template?

Thanks for getting back to us with that clarification, Dieselbarn.

 

I'd love to add to this discussion and provide additional insight on your question regarding the header boxes.

 

QuickBooks has separate templates for your invoices and estimates. If you need to have more information on each sales form, you'll need to edit each of their templates and add the appropriate data fields.

 

It seems like you have a grasp on how to edit the templates, but just in case let me walk you through the step-by-step process:

  1. From the Lists menu, select Templates.
  2. Double-click the invoice template.
  3. Click the Additional Customization.
  4. In the Header tab, check all the data fields that you need.
    - Select the Screen checkbox if you want to see the field on your computer screen while filling out the form in QuickBooks and select the Print checkbox if you want the field to appear on the printed form.
  5. Click OK and do the same for the estimate template.

 

Once you're done, make sure the appropriate template for either the invoice or estimate is selected when you create either sales form. I've attached a couple of screenshots below to show you how it looks like.

 

 

There you go. With these steps, you should be able to add the extra header boxes like a pro in no time. You can also check out our guide on how to use and customize form templates.

 

Please keep me posted here on your progress with this, I want to make sure you're taken care. Thanks for reaching out, wishing you all the best.

Highlighted
Level 1

How to add extra header boxes on the invoice template?

I'd like to add my contractor's license number to my invoices/estimates and have it auto populate like the date / address does. When I add a custom field titled 'contractors license #' i'm then required to manually type it in each time. Is there a way around this?

 

Thanks,

Corey

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Moderator

How to add extra header boxes on the invoice template?

Hi there, bialeckiphvac.

 

Welcome to the Community. I'm here to assist you with your concern about creating invoices or estimates.

 

The details that auto-fill on transactions are only the information available on the contractor's profile. Right now, you'll need to enter the license number manually when creating invoices or estimates.

 

For more insights, I'm adding the articles I recommend:

 

Let me know if you have additional concerns. I'll right by your side anytime you need assistance with entering transactions in QuickBooks.

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