Data fields for invoice

Hi HOAtreasurer,

The customer data fields will not show up in the invoice layout if they aren't added in the template. Let's check your template by following these steps:

1. Click List located at the top, and choose Templates.
2. Right-click on the invoice template you want to edit.
3. Select Edit Template.
4. Click the Layout Designer button, and click the Add drop-down menu.
5. Select Data Field, and find the field you want to add. For example: Customer Alt. Contact.
6. Click OK.
7. Then, click and drag the data field where you want to add them.

You can also check this article for more information: Use and Customize Form Templates.

Please let me know if you have any additional questions or concerns. Thanks.

Why don't all the fields in the customer setup/edit page show up on the list of available data fields for invoices. For example Mobile Phone is a field on the customer edit page but Mobile Phone is not a data field for the invoice template.

Thank you 

Hello there, @Organizer.

I'm here to share additional information on how the custom field in your invoices works.

With QuickBooks Desktop, you have the ability to customize how your sales forms especially on how it will look like and what information will be displayed on the invoice.

If you want to show your company's contact information on the invoice, make sure to specify this information in the additional customization window.

Here's how:

1. Click Customers.
2. Choose Create Invoice.
3. In the Create Invoice window, click Formatting.
4. Select Customize Data Layout.
5. In the Additional Customization window, click Basic Customization.
6. Under Company and Transaction Information section, put a check mark on Phone number and Fax number.
7. Click Ok. 

On the other hand, if you want to include your customers contact information, here's how:

1. Go to Customer.
2. Click Customer Center.
3. Double-click on the customer's name.
4. Choose Address Info.
5. Go to Address Details Section.
6. Manually add your customers contact information on the Invoice/Bill To box. 
7. Click Ok. 

If you need further help with the steps above, I'd recommend reaching out to our Customer Care Team. A specialist will be able to further assist you via secured remote access session.

Here’s how you can reach them:

1. Click this link https://help.quickbooks.intuit.com/en_US/contact.
2. Choose the QuickBooks Product.
3. Select your QuickBooks Desktop version.
4. On the Contact Us page, select a topic.
5. Click on Get Phone Number button to see the support number.

Don't hesitate to click the Reply button if you have other  questions about managing your invoice's custom fields. I'm always here to help.

@IamjuViel

@RenjolynC

Please learn from the input here.

@Organizer

You already asked your own topic and are getting answers there:

https://quickbooks.intuit.com/community/Other-questions/Data-Fields-for-Templates/m-p/235383#M9121

@HOAtreasurer

I do exactly what you state. You can see it in the bottom left of the Remittance section of my attachment. You select all Fields from the Layout Designer Add Fields, top button.

Please see my attachment. I have blocked out the listing as white, of course. I include the fields for phone, fax, alt phone, etc.

Here is the attachment showing Add Fields, from the top of Layout Designer.