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How do i add a custom data field to an invoice template?

I need to add a field to be able to invoice customers for a percentage of the total

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Best answer 12-14-2018

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Re: How do i add a custom data field to an invoice template?

A Prepayment or Deposit request is not Half of the actual sale. It's a completely different Charge item.

 

Make an Other Charge type item and name it Prepayment. If you are an accrual basis entity, link it to Other Current Liability for Customer Deposits. Otherwise, a cash basis entity just got income, so you link it to Income.

 

Later, you make the actual sale, using Create invoice, for the same date as the sale. Then, you also list your prepayment item on a customer credit memo/refund transaction. There is no Refund, though. You apply this Credit to their invoice, to show the actual sales balance due is partially paid by the funds they send previously. That credit memo is where you put the prepayment item and the prepayment amount you already got from them.

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Re: How do i add a custom data field to an invoice template?

That's already provided for.

 

Examples:

If you Progress Invoice from an estimate, you can Progress any line item by % or $ or Quantity.

 

If I need to show you that you owe me a Commission from a Contract I landed for you, or an Insurance policy amount, or otherwise want to manually put this on a sale, then I use the Quantity Field and the item and the Rate, like these:

 

Commission income item; quantity = 10% and the Rate = 10,000. This results in you owing me $1,000 commission on your $10,000 contract. Or, Quantity = 10,000 and Rate = .10 = 10 cents on each dollar of value.

 

Quantity X Rate = Amount.

Anonymous
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Re: How do i add a custom data field to an invoice template?

Once you have established the field, add it to an Invoice Template from the Templates list.

 

Choose Lists | Templates, then edit the custom template you want to change, then click Additional Customization and your custom fields will show up there, under Header or Columns, depending on the type (Header for Customer custom field and Columns for Item custom fields.)

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Re: How do i add a custom data field to an invoice template?

I've attached what a Progress Invoice looks like, that is already provided for in QB desktop. There are about 12 columns available for you to enable and use.

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Re: How do i add a custom data field to an invoice template?

that is how we currently handle it but I skews my inventory numbers, ie. I get a fraction of a unit when we don't sell fractions of units.

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Re: How do i add a custom data field to an invoice template?

You control Quantity. If you don't want fractions, use whole numbers. You don't need a Custom Field for this. Inventory is already there by Unit, not %. You manage inventory by Units.

Established Community Backer ***

Re: How do i add a custom data field to an invoice template?

I attached the pop up where you select % or $ or Unit as Quantity, if you are using Progress Invoicing. The first pop up is radio buttons; you want to Select each, not % across the entire invoice.

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Re: How do i add a custom data field to an invoice template?

is there a way to apply the payment % requested in a line item off of the total instead of off each individual line item?

Established Community Backer ***

Re: How do i add a custom data field to an invoice template?

A Prepayment or Deposit request is not Half of the actual sale. It's a completely different Charge item.

 

Make an Other Charge type item and name it Prepayment. If you are an accrual basis entity, link it to Other Current Liability for Customer Deposits. Otherwise, a cash basis entity just got income, so you link it to Income.

 

Later, you make the actual sale, using Create invoice, for the same date as the sale. Then, you also list your prepayment item on a customer credit memo/refund transaction. There is no Refund, though. You apply this Credit to their invoice, to show the actual sales balance due is partially paid by the funds they send previously. That credit memo is where you put the prepayment item and the prepayment amount you already got from them.

View solution in original post

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