Custom Invoice - add field for Billing Time Period

Anonymous · ‎January 04, 2019

Greetings. We have a need to add a 'Billing Time Period' field to our invoices. As an example, the displayed field would indicate 'December 12th to date.' That field would be manually entered. Is there a way to achieve this? Thank you, Scott

Rasa-LilaM · ‎January 04, 2019

Hey there, buldog1.

I appreciate your quick response, especially for the screenshot you’ve shared with us. Let me share some information about adding the billing time period.

After adding the field, it will now show on the invoice. Since you have a customized time period, you’ll manually enter the date each time you create the transaction.

Stay in touch if you have additional questions about QuickBooks. I’ll be happy to assist you further. Have a great day ahead.

View solution in original post

PreciousB · ‎January 04, 2019

It's good to have you here in the Community, Scott.

Greats news! QuickBooks Desktop for Mac has a way to add custom field on an invoice template.

Please follow the steps I've laid out below:

Choose Customers at the top, then select Create Invoices.
Click Customize to open Layout Designer (refer to the first screenshot).
In the Layout Designer Fields window, rename the desired custom field to "Billing Time Period" (refer to the second screenshot).
To remove the field, clear the check boxes next to the custom field name.
Save the invoice template.

You can check out the QuickBooks for Mac 2019 User's Guide for the detailed steps. Just press Command and F, then enter "custom field" to locate the section.

Please keep me posted. I’ll be here if you have any questions about QuickBooks Desktop for Mac. Enjoy your weekend.

Anonymous · ‎January 04, 2019

Hi PreciousB, thank you for your response. I have added the field heading as you described, but how do I add or manipulate the field's entry? Each invoice will have a different custom Billing Time Period. Please see my attached screenshots. Thank you again. Scott

Screen Shot 2019-01-04 at 4.17.11 PM.png Screen Shot 2019-01-04 at 4.18.48 PM.png

Rasa-LilaM · ‎January 04, 2019

Hey there, buldog1.

I appreciate your quick response, especially for the screenshot you’ve shared with us. Let me share some information about adding the billing time period.

After adding the field, it will now show on the invoice. Since you have a customized time period, you’ll manually enter the date each time you create the transaction.

Stay in touch if you have additional questions about QuickBooks. I’ll be happy to assist you further. Have a great day ahead.

Anonymous · ‎January 05, 2019

Deleted, issues solved.

cylinders · ‎December 11, 2019

how do u change name only on invoices billing

AlcaeusF · ‎December 11, 2019

Hey there, @cylinders.

For me to provide the best solution, I need to gather more information about your concern. Can you share with me if you're referring to the Billing To field of the invoice in QuickBooks Desktop for Mac?

If yes, the name that populates on the billing section will depend on the information from the customer profile. You can either update the information through the Customer Center section or directly from the transaction.

In case you need some additional reference about customizing invoices, check out the Use and customize form templates article. It also contains how you can configure the form further depending on your needs.

Let me know if you have further questions or other concerns. Please know the Community has your back. I’ll be right here to assist further.

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Custom Invoice - add field for Billing Time Period