info on a custom invoice

Help has arrived, @katie_b8.

If you want to add a field on the invoice page to add dates on which your customers are paying, you can utilize the custom field feature in QuickBooks Online.

If you're using QBO Plus and Essentials versions, you can create up to three active custom fields. While for QBO Advanced, you can make up to twelve active custom fields.

Here are the steps to create them:

1. Go to the Gear icon.
2. Under the Lists column, select Custom fields.
3. Click the Add field button, and enter your preferred name (e.g., Quarterly or Monthly).
4. Mark check the All Sales Form or Invoice (if you're using QBO advanced.
5. Fill in the information needed, then click Save once done.

Here's an article for more details about custom fields: Add custom fields to sales forms and purchase orders in QuickBooks Online.

If this isn't what you mean, could you add more details to your concern? Thus, it can help us get on the same page and give an accurate resolution.

Also, check out this reference if you need help accounting your customer's payments: Receive invoice payment.

Please let me know if you need clarification about personalizing your invoices or if there's anything else I can do for you. I'll be standing by for your response. Take care always.

Thanks for commenting. I watched the video, but don't think the custom field completely remedies my issue. If someone is billed from July 1- July 31 vs July 1-September 30, I don't see a way to include that on an invoice. The only work around I see is having to edit the custom field each month/ quarter depending on the customer type. That seems like a pain. Do you have a solution suggestion?

Thanks again!

I have another suggestion for you, @katie. If you referring to setting up invoice payment terms and you want to let it appear in the Invoice section, let me show you how to do it.

As a business owner, it is essential to strike a balance between getting paid promptly and maintaining good customer relationships. While receiving payment is beneficial for your cash flow, it's also crucial to establish reasonable payment terms that consider the needs and capabilities of your customers.

For example, if the payment terms are Net 30, it means that the customer is expected to make the payment within 30 days from the invoice date. The term/net is often followed by a specific number, such as Net 15, Net 60, or Net 90, indicating the number of days allowed for payment.

Here's how to set this up:

1. Open an invoice.
2. Enter the Customer, Email address, and other details.
3. Navigate to the Terms section.
4. Press the + Add new and enter Term 90 or Net 90.
5. Select the date covered.
6. Save it once done.

See the illustration below for your guide: 

Furthermore, Customizing your invoice by including a checkmark on the Terms and Due sections is indeed a useful method to ensure that these details appear on your invoices or sales forms. You can communicate the payment terms and due dates to your customers. This helps to avoid any confusion or misunderstandings regarding payment deadlines and facilitates a smoother invoicing process.

Here's how:

1. On the Invoice page.

2. Go to the Customize option below.

3. Select the Content section.

4. Choose the first tile, and tick the Terms and Due date.

5. After that, Save.

For your future reference, visit this article for more information about personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Keep me posted if you need additional assistance with managing your invoices in QuickBooks Online. Have a pleasant day. 

While helpful, it is still not quite what I had hoped. We have the terms/ due dates on our invoices. The customer complaint has been "What dates am I paying for, and why isn't that listed on my bill?" 

Our customers pay forward rather than in arrears. They want the bill to state something to the effect of "July 1-July 31", or "July 1 to Sept 30". Is that possible?

Thanks for all the feedback!

Adding the correct billed dates in the invoices is a great functionality, katie.

As of now, we can't add July 1-July 31, or July 1-September 30 in your sales transactions. I understand how this functionality aids the confusion of your customers when paying the invoices.

In the meantime, we can manually add the transaction dates in the Message on invoice or Message on statement box. For visual reference, I've attached a screenshot below.

Alternatively, we can use the Custom field feature and manually add the details.

I also encourage sending feedback to our Product Development team to improve the program's features. Your voice helps us identify areas where we can implement automation, streamline workflows, save time, and increase productivity.

Here's how:

1. Go to the Gear menu and then select Feedback.
2. Type in your feature request in the description box.
3. Once done, click on Next.
   

Once your customer pays you, track the fund in QuickBooks promptly. Doing so ensures your record is accurate.

We'll keep you updated about this feature. I'm here to assist you if you need help managing and tracking your sales transactions. Feel free to post your questions or any follow-up inquiries on this topic, and I'll be happy to help.