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Experienced Member

Is there a way to add Custom Field to a Customer?

Wanting to add a Custom Field to selected Customers and to print this on Delivery Notes.

Is this possible, I cannot see how at the moment.

 

The idea is that some customers need specialised deliveries and cannot use standard freight. Coming from MYOB I did this by adding a custom field to the Customers File. This field was added to delivery dockets so when packing it was easily seen that special arrangements were required for freight. 

 

I see this as a two part problem currently, cannot have a custom field in Customer Details and cannot customise the Delivery form. Am I correct?

4 Comments
QuickBooks Team

Re: Is there a way to add Custom Field to a Customer?

You can customise the Delivery Note, 1231 4640 0483 504.

 

The Delivery Note's content depends on your Standard template. Changes made on the Standard form will affect your Delivery Note.

 

Also, to add a custom field, we need to turn on the Custom fields first. Then, from the invoice or sales receipt, enter the information you'd like to add. Please follow these steps:

  1. Go to the Gear icon and select Account and Settings.
  2. From the Sales tab, select the Sales form content section.
  3. Put a check on the Custom fields tick-box.
  4. Enter a name. Then, Save.

Custom.PNG

 

Once done, create an invoice or sales receipt as usual. On the custom field you've created, enter the information. Then, you can now print the delivery note.

 

Custom 1.PNG

 

Custom 2.PNG

 

You're now able to create a custom field on your delivery note. If need further assistance about the delivery note, please let me know.

Experienced Member

Re: Is there a way to add Custom Field to a Customer?

Thanks for reply but not a solution to my issue.

I understand adding custom field to invoices and do a one, Purchase Order Number.

 

However I was wanting to add a Custom Field to a Customers Details and print this on each Invoice and Deliver note. The way each time  we invoice a customer the details are automatically added to the Invoice & Deliver note. 

 

The reason is I have over 700 customers, and about 20 we need to ship via a different method.

Rather than tying to remember who the 20 special customers are, would want a field in the customers details to help identify them when I raise and invoice for them.

 

QuickBooks Team

Re: Is there a way to add Custom Field to a Customer?

Hi 123146529767419, 

I can see your point on the need to have this set for selected customer and it makes sense why you would require this. 

At the moment however, the custom field can be added to the invoice template and it applies to all invoices created in the system. It cannot be set-up for selected customers unfortunately. 

Please let us know if you have further questions regarding this. We will be happy to help the best way we can. 

 

Have a lovely Monday!

ProAdvisor

Re: Is there a way to add Custom Field to a Customer?


@1231 4640 0483 504 wrote:

Wanting to add a Custom Field to selected Customers and to print this on Delivery Notes.

Is this possible, I cannot see how at the moment.

 

The idea is that some customers need specialised deliveries and cannot use standard freight. Coming from MYOB I did this by adding a custom field to the Customers File. This field was added to delivery dockets so when packing it was easily seen that special arrangements were required for freight. 

 

I see this as a two part problem currently, cannot have a custom field in Customer Details and cannot customise the Delivery form. Am I correct?


 

@1231 4640 0483 504 

 

Yes, you're correct.

 

Currently, manage custom fields to the "Customer Information" window feature is only available in the QBO Advanced plan. Unfortunately, it's not available in other plans (Plus, Essentials, Simple Start) at this time.

 

Manage_Custom_Fields.PNG

 

Manage_Custom_Fields2.PNG