Move footer data field in invoice to header data field

AccountantLex · ‎February 12, 2023

Hi there, i'm using Quickbooks desktop and would like to customize an invoice.

At the moment, there is a footer field called "Customer total balance", which displays the customer total amount due on the last page of an invoice.

I would like to have this information displayed in the header, so that it displays the customer's total amount due on every page, not just the last.

I added a custom field to the customers details in the "Additional info" tab, but the actual data must be input manually, whereas i'm wanting the system to add the total amount due on its own.

How can I do this?

Thanks.

ReymondO · ‎February 12, 2023

Good day, @AccountantLex.

For now, the option to display the Customer total balance field in the header section is unavailable in QuickBooks Desktop (QBDT).

At the moment, you can utilize the custom field feature to show the customer's total amount on every page. However, you'll have manually add its amount.

I can see how these additional options and functionality would be helpful for both you and your business. Therefore, I'd suggest submitting a feedback request to our Product Developers. They can review your suggestions and might include them in future updates.

Here's how:

Go to the Help menu and select Send Feedback Online.
Click the Product Suggestion from the dropdown menu.
Fill out the on-screen instructions in the QuickBooks Feedback window.
After that, click Send Feedback.

Lastly, I'm adding this article for topics to use while recording common customer transactions: The Customer Transaction Workflows in QuickBooks Desktop. Subtopics like how a certain workflow is entered based on the other payment method used by your customers.

If you have any further questions about customizing sales forms or other product-related issues, click the Reply button and post them in the field box. I'm always ready to answer them for you. Have a wonderful rest of your day.

View solution in original post

ReymondO · ‎February 12, 2023

Good day, @AccountantLex.

For now, the option to display the Customer total balance field in the header section is unavailable in QuickBooks Desktop (QBDT).

At the moment, you can utilize the custom field feature to show the customer's total amount on every page. However, you'll have manually add its amount.

I can see how these additional options and functionality would be helpful for both you and your business. Therefore, I'd suggest submitting a feedback request to our Product Developers. They can review your suggestions and might include them in future updates.

Here's how:

Go to the Help menu and select Send Feedback Online.
Click the Product Suggestion from the dropdown menu.
Fill out the on-screen instructions in the QuickBooks Feedback window.
After that, click Send Feedback.

Lastly, I'm adding this article for topics to use while recording common customer transactions: The Customer Transaction Workflows in QuickBooks Desktop. Subtopics like how a certain workflow is entered based on the other payment method used by your customers.

If you have any further questions about customizing sales forms or other product-related issues, click the Reply button and post them in the field box. I'm always ready to answer them for you. Have a wonderful rest of your day.

Topics

Training

Community

Resources

Move footer data field in invoice to header data field

Move footer data field in invoice to header data field

Move footer data field in invoice to header data field

PO Field Data Input Not Populating on Invoices

Add/Update custom field data using XML in C#

Move vendor timesheet data to employee account

Custom fields

Custom Fields

Need to get in touch?