Customize template

Glad to see you here in the Community, hobbieheat.

Allow me to help and point you in the right direction about adding a box next to the Bill to field.

To clarify, did you already use the Other box? Any details shared can help me provide a timely resolution about your concern. If you haven't utilized it, let’s add and rename the field. Please know it will show below the Ship To box.

In QuickBooks Desktop, you can add brand and personality to your sales templates. Let’s create a template and set the Screen only option. 

1. Go to Lists at the top menu bar to select Templates.
2. This will open a page that shows all custom templates added to QuickBooks.
3. Scroll down to click the Templates drop-down and pick New.
4. Pick Invoice in the Select Template Type window and hit OK.
5. On the Basic Customization screen, tap the Additional Customization.
6. Then, click the Header tab to select Other and enter a name that will identify the field box. 
7. Mark the box for Screen and then hit OK.

For additional resources, check out the Use and customize form templates guide. Aside from adding field boxes, it also contains complete information about the Layout Designer feature.

Please don’t hesitate to post a comment below if you need assistance with customizing invoices. I’ll be glad to help further. Enjoy the rest of the week.

Thank you for the information.  I have tried this but I would like to add an additional box that is not listed there because I already use all of the header boxes listed. 

Thanks for adding more information about your concern, hobbieheat.

Since you’ve already used all fields in the Header tab, I suggest integrating QuickBooks Desktop with a third-party application. We have a list of apps that can help achieve this type of customization for your invoice. Go to the QuickBooks Apps site to find one.

We treat all businesses fairly and know that each one has different needs.  I’m unable to recommend which app to use. However, I can help run a search for you. On the QuickBooks Apps page, enter a keyword in the Search field or go to the Categories section and click Send invoices. You can look them over to get a better comparison of these apps and see if one meets your needs.

You can bookmark the Sales transactions link for future reference. It provides a breakdown of articles that will guide you on how to add or manage invoices, sales receipts, and other sales forms

Stay in touch if you need some help when working in QuickBooks. I’m more than happy to lend a helping hand. Enjoy the rest of the day.

Thank you I will check this out.

i added prev. invoiced and backordered and it is grayed out. I can not get these changes to work

i have added prev. incoiced and backordered to my invoice and it is gray and will not show any information can you help me.

jon

Welcome to the Community, united finish.
 

When your invoice template was customized to include fields for Invoiced and Backordered, it's possible that you may've not ticked the available boxes for Screen and/or Print. 
 

Here's how to check:
1. In your top menu bar, go to Lists.
2. Click Templates.
3. Find the template and open it.
4. Access the tab that has your custom sections, then review if Screen and/or Print are selected appropriately.5. If any changes were made, press OK.
 

You'll be able to find many helpful resources about using QuickBooks in our help article archives.
 

I'll be looking forward to hearing back from you about your invoice template. Have a fantastic day!