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SierraNets
Level 1

Invoicing

Does anyone know how I can add a Date and time stamp to Invoices.   I looked in the footer, in Layout Designer, etc.  There is no preset field that I can find anywhere.    Using Desktop Pro 2020.  Thanks in advance.

Solved
Best answer January 11, 2021

Best Answers
JenoP
QuickBooks Team

Invoicing

Hi there, SierraNets.

 

There's no preset field for time date and time when customizing invoices in QuickBooks Desktop. Although, there are preset fields invoice and ship dates. 

 

You'll want to add a custom field where you can manually enter the date and time stamp when creating invoices. Here's how:

 

  1. Go to the Customer Center and double-click on the name of the customer. 
  2. Proceed to the Additional Info tab.
  3. Click Define Fields.
  4. Enter the name or caption of the field, then put a check under the Cust column.
  5. Click OK

Once done, edit your existing invoice template and add the custom field that you just created. Here's how:

 

  1. Open the invoice template that you're using. 
  2. Click Additional Customization.
  3. Look for the custom field and check both boxes under Screen and Print columns.
  4. Click OK

After adding the details, this field will show up when creating the invoice. You just need to manually enter the information that you need before sending or printing the transaction. 

 

Here's an article for more details: 

 

I'll be around if you need more help with your invoices. ​​​​​​​

 

custom field.PNG custom field 2.PNG custom field 3.PNG

View solution in original post

2 Comments
JenoP
QuickBooks Team

Invoicing

Hi there, SierraNets.

 

There's no preset field for time date and time when customizing invoices in QuickBooks Desktop. Although, there are preset fields invoice and ship dates. 

 

You'll want to add a custom field where you can manually enter the date and time stamp when creating invoices. Here's how:

 

  1. Go to the Customer Center and double-click on the name of the customer. 
  2. Proceed to the Additional Info tab.
  3. Click Define Fields.
  4. Enter the name or caption of the field, then put a check under the Cust column.
  5. Click OK

Once done, edit your existing invoice template and add the custom field that you just created. Here's how:

 

  1. Open the invoice template that you're using. 
  2. Click Additional Customization.
  3. Look for the custom field and check both boxes under Screen and Print columns.
  4. Click OK

After adding the details, this field will show up when creating the invoice. You just need to manually enter the information that you need before sending or printing the transaction. 

 

Here's an article for more details: 

 

I'll be around if you need more help with your invoices. ​​​​​​​

 

custom field.PNG custom field 2.PNG custom field 3.PNG

View solution in original post

SierraNets
Level 1

Invoicing

Thank you.   Though this isn't exactly what I had in mind(I was hoping it would be automatic), It will work.

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