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gargoylegrip
Level 1

Feature Request - additional custom column for invoicing

I run a small business which rents equipment to other companies. Sometimes the equipment is rented by the day, but most often the rental is 1-6 months and is billed weekly. When I would draft my own excel invoices I would always have a column for the length of term (number of weeks) which would be multiplied by the quantity of the item and finally the price per item to reach a total.

 

With Quickbooks online the only way to do this is to have inventory duplicates with different prices depending on the rental length. I am hoping with the dramatic increase in the subscription pricing  the developers will be open to added functionality. 

 

This screenshot of an invoices I made prior to switching to QB to demonstrate how adding a simple feature like a custom column multiplier could dramatically increase functionality of this software.Screen Shot 2021-01-09 at 2.34.43 PM.png

9 Comments 9
Rea_M
Moderator

Feature Request - additional custom column for invoicing

I'm glad to hear from you today and for sharing a great idea here in the QuickBooks Community, @gargoylegrip.

 

I can see the benefit of being able to add a custom column on your invoice for you and your business with QuickBooks Online (QBO). I'll surely pass this request to our product team. This way, they can consider this feature for future system updates.

 

While the feature is still unavailable, I'd recommend visiting our blog from time to time. This way you'll get the latest news, updates, and program upgrades through this article: The QuickBooks Blog. Just look for the What's new in QBO section.

 

In the meantime, you're able to personalize and add specific info to your invoices that matters most to your business. You can learn more about this by checking out this article: Customize sales forms in QuickBooks Online. It also includes steps about editing custom templates.

 

Please let me know if you have other feature requests or concerns in managing your invoices in QBO. I'm just around to listen and help. Take care always.

Zstankovics
Level 1

Feature Request - additional custom column for invoicing

Hello, has there been any update on this feature being added? I need to add a column to my invoice to include a List price, Sale price, SKU # , Quantity, and Description. I find it hard to believe that quick books online does not offer this feature. 

 

The only other way around this would be for me to have an individual item discount. EX List price 25%  I need to have the discounted price shown per item, not just a deduction where the customer has to figure out their total cost.  We sell Auto parts and need to have different discounts per line item.  

JamaicaA
QuickBooks Team

Feature Request - additional custom column for invoicing

Welcome to the QuickBooks Community, @Zstankovics. I’m here to share some updates about the invoice.

 

I understand the convenience of being able to personalize your invoices according to your preferences. QuickBooks continues to release new invoice versions. However, we’re unable to provide an exact date for when this will be available to all QBO users.

 

In the meantime, you can add the product/service, description, quantity, and enter the sale price onto rate. Even so, we’re unable to add the SKU number and discounted price per item on the invoice.

 

As a workaround, let’s pull up the Sales by Customer Detail report to display the discounts and SKU numbers you’ve setup for your items. Please note that the discount will not appear in the Product and Service drop-down menu since it’s not listed as an item.  

 

Here’s how:

 

  1. On the left pane, go to Reports.
  2. Enter the Sales by Customer Detail report in the search box.
  3. Select Customize.
  4. On the Report period menu, select the date based on your sales transactions.
  5. Below the Rows/Columns, select Change columns.
  6. Put a checkmark on the Memo/Description and SKU.
  7. Press Run report.

 

2.png

 

Here's an article that can guide you through adding your personal touch to your reports: Customize reports in QuickBooks Online.

 

I've also included this reference helpful for the steps in saving your report after the customization you made: Memorized Reports in QuickBooks Online.

 

If you have any other follow-up questions about the feature update or managing your invoices, let me know by adding a comment below. I'm always here to provide additional assistance. 

Antoinette12
Level 2

Feature Request - additional custom column for invoicing

 

We do per-user billing in many cases. The way we track the users is by adding them as contacts within the customer, and have a "MSP Complete?" checkbox as a custom field. This works great for billing.

 

It would be awesome if we could report on this in the executive summary report. Even better if we could list out those contact names in the invoice!

MJoy_D
Moderator

Feature Request - additional custom column for invoicing

Hello, @Antoinette12.

 

The option to list out contact names in the invoice would be a great addition to the current features that we have, so I’ll take note of it.

 

I also encourage you to leave feedback from within the product. Here are the steps:

 

  1. Go to the Gear icon and select Feedback.
  2. Provide your product suggestion.
  3. Click on Next to submit feedback.

 

Check out this article for more information about providing feedback to make the program better: How do I submit feedback?.

 

For now, you can visit the QuickBooks Blog to check for new updates and features that we have. 

 

Here's also more information on how to personalize, create attractive, professional-looking invoices, estimates, and sales receipts in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Your willingness to help improve our products and services is greatly appreciated. I'm always here to help. Have a good one! 

Antoinette12
Level 2

Feature Request - additional custom column for invoicing

Thank you for the explanation. It is clear for me. Exactly what I needed! You just saved me several hours. Thanks!
ShiellaGraceA
QuickBooks Team

Feature Request - additional custom column for invoicing

Glad to hear that, @Antoinette12.

 

Please know that you're always welcome to swing by anytime if you have questions with invoices. I'll be around for you. Take care and have a great day ahead.

myallsavers
Level 1

Feature Request - additional custom column for invoicing

In many circumstances, we bill on a per-user basis. Users are kept tabs on by adding them as contacts in the customer, with a "MSP Complete?" checkbox as a custom field. For financial transactions, this is an ideal solution.

 

A report on this in the executive summary would be fantastic. Including their names on the bill would be ideal.

 

MyAllSaversConnect

ZackE
Moderator

Feature Request - additional custom column for invoicing

Thanks for joining the Community, myallsavers.

 

I can certainly understand how an ability to further customize your Executive Summary report could be useful and have submitted a suggestion about it as of today.

 

You can also submit your own feature requests while signed in.

 

Here's how:

  1. Use the Gear (⚙️) icon, then go to Feedback.
  2. Enter your suggestion(s) in the Have feedback? window.
  3. If necessary, attach a file with your Camera (📸) icon.
  4. Select Next.

 

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

 

In regard to including users/customer contact names on bills, you can do so when creating/editing them. You can enter data into the Memo field.

 

You're also able to list customers in your CUSTOMER column.

 

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

 

I'll be here to help if there's any questions. Have a great day!

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