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Community Contributor **

Invoice Template Fields

How do I print the Job Description (from Job Info tab) on the invoice?

I have Job/Project checked, but which field fills that?

The invoice number, project number, etc. will auto-fill as set in the Additional Customization window. 

 

Solved
Best answer 08-29-2019

Accepted Solutions
QuickBooks Team

Re: Invoice Template Fields

Hello JacWhit,

 

I appreciate you for getting back to us. Allow me to provide additional clarification about the field in QuickBooks Desktop.

 

The Project field from the header of an invoice will only print if you create an invoice for a customer job. Check out these screenshots for additional insights on this:

 

 

 

 

If you want to learn more on the options available when customizing templates, please visit the article I'm attaching below:

 

Use and customize form templates.

 

Please don't hesitate to reach out to me for any questions with regards to the invoice templates. I'm always available in this public forum.

3 Comments
QuickBooks Team

Re: Invoice Template Fields

Hi there, JacWhit.

 

Thank you for posting here in the QuickBooks Community.

 

You'll need to create a custom a name field and customize the invoice to add and print the job description in your invoice.

 

Here's how to create a custom a name field:

 

1. Click the Customers tab. Then, Customer Center.

2. Select and double-click the name of the customer that you want to add the job description.

3. Click the Define Fields button.

4. Type the Job Description and put a check-mark under Customer column.

5. Click the OK button. Then, select OK.

 

Once done, you can now customize the invoice to add the Job description.

 

1. Click the Customers tab. Then, select Create Invoices.
2. Select the Formatting tab found at the top.
3. Click the Customize Data Layout. Then, choose the Header tab.
4. Put a check-mark on the Screen and Print column under Job Description.

 

The Job/Project section fills in under the name of the job.

 

Please check this article for more information and to know the list limitations in custom field: Use QuickBooks Desktop custom fields.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.​

 

Community Contributor **

Re: Invoice Template Fields

Thanks.

I still don't know which field populates the Job/Project filed selection checked in the Additional Customization window.

QuickBooks Team

Re: Invoice Template Fields

Hello JacWhit,

 

I appreciate you for getting back to us. Allow me to provide additional clarification about the field in QuickBooks Desktop.

 

The Project field from the header of an invoice will only print if you create an invoice for a customer job. Check out these screenshots for additional insights on this:

 

 

 

 

If you want to learn more on the options available when customizing templates, please visit the article I'm attaching below:

 

Use and customize form templates.

 

Please don't hesitate to reach out to me for any questions with regards to the invoice templates. I'm always available in this public forum.

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