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premieraircraftmx
Level 1

how to create custom description on an invoice

 
1 Comment 1
Nicole_N
QuickBooks Team

how to create custom description on an invoice

I'll gladly help you create a custom description on your invoice in QuickBooks Online (QBO), Premieraircraftmx.

 

You have the option to add custom descriptions either on the individual line items within an invoice or on the invoice itself. Here’s how you can do it:

 

  1. Log in to your QuickBooks account.
  2. Navigate to the + New button and select Invoice.
  3. Enter the necessary details, and under the Product /Service column, add the items or services you are billing for.
  4. In the Description field of each line item, you can type a custom description. This allows you to provide detailed explanations or any specific information related to each product or service you are invoicing.


     
  5. After entering all necessary details, click Save.

 

However, if you want to add a more general description or notes that pertain to the entire invoice, you can utilize the Memo field. Plase note that this won't show up on your invoice when printed. See the screenshot below for your visual reference.

 

 

If you want it to appear when you print your invoice, you can create a Custom field. Here's how to set it up:

 

  1. From the Dashboard, go to the Gear Icon in the top right corner.
  2. Select Custom fields.
  3. Click Add field and enter the Name, Data type, and tick on Invoice.
  4. Toggle Print on form. 


     
  5. Once set up, these fields will appear when you create or edit an invoice, allowing you to provide additional necessary details.

 

To learn more tips on how you can personalize your sales forms to improve business communications, check out this link: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Once you're done setting up your invoices, learn how you can send them manually or automatically through these references: 

 

 

Moreover, you can explore with our QuickBooks Live Expert Assisted team. They are experts who can help you manage your finances in QuickBooks and provide valuable tips on how to better utilize QuickBooks.


I’m available in the Community space if you need more help with managing your invoices or have any other QuickBooks-related questions. Please leave your reply below, and I'll provide the necessary help.

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