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BevanandTina
Level 1

Custom Field Text

I want to create a custom field with a long text in the additional information on the job page.  I would like this information to transfer over to my invoice.  I am trying to create a work description field that will allow me to state the original issue and the work done to fix the issue.  When I add a custom field I don't have enough character space available.  I have QuickBooks Pro Plus 2021.  Any help would be greatly appreciated.

Solved
Best answer July 31, 2021

Best Answers
LieraMarie_A
QuickBooks Team

Custom Field Text

I've got another workaround for you, @BevanandTina.

 

I'd suggest utilizing the "Message" field on the invoice. You have the option to add this field on screen and print.

 

Here's how:

  1. From the invoice page, select Customize Data Layout.
  2. Select the Footer tab.
  3. Check the Message box under the Print column.
    Capture.PNG
  4. Click OK.

 

For more info, check out this article: Use and customize form templates.

 

If you stumble into an issue while you use and customize templates, don't worry. We have an awesome guide that will help you fix it:  Fix Common Template Issues.

 

I'm always around if you need further assistance in personalizing your templates. Have a wonderful day.

View solution in original post

10 Comments 10
KlentB
Moderator

Custom Field Text

I can share another way to accomplish that, BevanandTina.

 

Each text field in QuickBooks Desktop has a maximum number of characters that can be entered. For custom fields, you can only input up to 30 characters. To more about this topic, you can read this article: Character limitations for fields.

 

I'll also take note of your ideas and suggestions to help improve your experience in the program. In meantime, you can directly enter the additional information of the job in the Memo field of the invoice. This field can contain up to 4095 characters. Here's how to do it:

 

  1. Go to the Customers menu.
  2. Choose Create Invoices.
  3. From the Customer: Job drop-down menu, select the appropriate customer name or job. 
  4. Fill in the relevant information at the top of the form like the Date Invoice #Bill to/Sold to, and Terms.
  5. In the detail area, enter the items and services.
  6. Enter the additional details of the job in the Memo field.
  7. Click Save & Close.

I also encourage reading this guide to earn about the maximum number of list entries you can make in QuickBooks Desktop: Maximum number of list and custom field entries.

 

Fill me in if you need further assistance in managing your sales forms. I'll be right here to continue helping.

BevanandTina
Level 1

Custom Field Text

Thank you for your response.  I can use the memo field on the invoice but I can't get the memo text to print on the invoice.  When I go into customization and the layout designer it doesn't give me an option to add the memo field.  Any suggestions on how to get the text in the memo field on the invoice?

LieraMarie_A
QuickBooks Team

Custom Field Text

I've got another workaround for you, @BevanandTina.

 

I'd suggest utilizing the "Message" field on the invoice. You have the option to add this field on screen and print.

 

Here's how:

  1. From the invoice page, select Customize Data Layout.
  2. Select the Footer tab.
  3. Check the Message box under the Print column.
    Capture.PNG
  4. Click OK.

 

For more info, check out this article: Use and customize form templates.

 

If you stumble into an issue while you use and customize templates, don't worry. We have an awesome guide that will help you fix it:  Fix Common Template Issues.

 

I'm always around if you need further assistance in personalizing your templates. Have a wonderful day.

BevanandTina
Level 1

Custom Field Text

Thank you for your response, I can utilize the message field for my work description.  It would be really beneficial if QuickBooks could add a work description data field with a long text so we could print on the invoice exactly what was done for the customer.  When doing service work for time and materials being able to show what was done is good customer service.  Appreciate the help!

dbullough
Level 1

Custom Field Text

Did you ever get this resolved?  Trying to get the Memo field from the Invoice to print but the field is not available to add to the customization.

 

LieraMarie_A
QuickBooks Team

Custom Field Text

Hi there, @dbullough.

 

Thanks for joining this thread. It's great to have the flexibility to include the Memo field in the customization. I'm here to share some insight about this.

 

The Memo field on the invoice is an essential place where you can indicate any additional details. The information you entered appears only on customer statements. As a workaround, you'll want to utilize the Message field (see the screenshot below). Then, follow the steps I provided above to add it on screen and print.

 

I recommend sharing your thoughts and ideas to add your vote for this one. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 
 

Here's how:

 

  1. Go to the Help menu.
  2. Choose Send Feedback Online and select Product Suggestion.
    Capture.PNG
  3. Click the Product Area drop-down menu and select a category.
  4. Enter your comments or product suggestions.
  5. Select Send Feedback.

 

Drop me a comment below if you have any other questions about customizing forms in QuickBooks Desktop. I'll be more than happy to help. Wishing you a good one.

LaviC
Level 1

Custom Field Text

@LieraMarie_A I don't want to set up a new customer message for every invoice. Why can't the memo field be printed on invoices? QB should make it available to customers!

BigRedConsulting
Community Champion

Custom Field Text

@BevanandTina  RE: I am trying to create a work description field that will allow me to state the original issue and the work done to fix the issue. 

 

Usually this is done by adding text to the Description column on the invoice table. You can add as many rows as you want that contain only descriptions, and the descriptions can be 4k characters long.  You can add the custom text to a row with an item or to a row without.

 

Capture.JPG

 

Above, the text is on its own row, but I could have also replaced the text for the 1000 item with the custom text.

gprohaska
Level 1

Custom Field Text

I am looking for this exact feature.  I need to be able to pring the work performed on the invoice for the customer to see.  If the Memo would print on the invoice, that would fix the problem.  Printing the Customer Message doesn't work because a: there aren't enough characters available and b: you have to save each customer message

 

MichaelaS
QuickBooks Team

Custom Field Text

I recognize the importance of having the option to print the memo field on the invoice, @gprohaska.

 

Printing the memo field on the invoice isn't available in QuickBooks Desktop. Only the customer message is visible. Since the message field doesn't work for you, I'd suggest utilizing @BigRedConsulting workaround. To do so, you can put the memo in the Description column, where you can enter up to 4000 characters.

 

While the option isn't available. I'd like to encourage you to share your thoughts and suggestions through our feedback channel. Our team would love to hear from you and consider your ideas for future software updates.

 

Here's how:

 

1. Select the Gear icon, then choose Feedback.

2. Enter your comments or product suggestions.

3. Select Next to submit.

 

I'll add this article to help you if you need to record your customer's payments: Record an invoice payment.

 

Let us know if you have other invoice concerns. We'll do our best to help. Stay safe.

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