It’s makes no sense that the job; name, po number and job number are hidden on invoices by default. I can’t think of a single client that doesn’t want to have access to this information. In fact, all of my clients won’t pay me unless this info is on the invoice. Why does QB continue to default back to this with every frikin’ upgrade? SMH.
Solved! Go to Solution.
To show the Job name and other fields in your invoices, let's ensure the Print on Form field is enabled, anodecathode. Let me walk you through this process.
When adding a custom field, make sure the Print on Form option is enabled. This will allow the data you enter in this field to appear on the invoice sent to your client. Kindly follow these steps:
You can follow these screenshots:
After enabling this feature, you can click the PDF view to see if the information is already included. You can refer to the screenshot below:
Additionally, you can access this material to learn more about custom fields: Add custom fields to sales forms and purchase orders in QuickBooks Online.
Once you receive the customer's payments, record them in the receive payment entry. This will connect to the invoice and help balance your accounts.
Need help managing your transactions and keeping your finances on track? Look further than our QuickBooks Live Expert Assisted website. Our experts can provide personalized guidance to ensure your financial data is organized and precise.
Please let me know if you have additional questions regarding custom fields. I'll be around to assist you.
To show the Job name and other fields in your invoices, let's ensure the Print on Form field is enabled, anodecathode. Let me walk you through this process.
When adding a custom field, make sure the Print on Form option is enabled. This will allow the data you enter in this field to appear on the invoice sent to your client. Kindly follow these steps:
You can follow these screenshots:
After enabling this feature, you can click the PDF view to see if the information is already included. You can refer to the screenshot below:
Additionally, you can access this material to learn more about custom fields: Add custom fields to sales forms and purchase orders in QuickBooks Online.
Once you receive the customer's payments, record them in the receive payment entry. This will connect to the invoice and help balance your accounts.
Need help managing your transactions and keeping your finances on track? Look further than our QuickBooks Live Expert Assisted website. Our experts can provide personalized guidance to ensure your financial data is organized and precise.
Please let me know if you have additional questions regarding custom fields. I'll be around to assist you.
Thanks for the solution! I appreciate it.
Thanks for circling back to this thread, anodecathode.
We're delighted to know that our colleague was able to help you populate essential information on your invoice. It's our utmost priority to assist you with your business activities in QuickBooks.
I'm also attaching these resources that can be handy in the future:
You can utilize them to manage your project's financial productivity and learn how you can record a partial payment to an invoice.
You're always welcome to add another post here in the Community once you have more concerns with your invoices in QuickBooks. The Community is always ready to help.
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