How do i add a custom data field to an invoice template?

That's already provided for.

Examples:

If you Progress Invoice from an estimate, you can Progress any line item by % or $ or Quantity.

If I need to show you that you owe me a Commission from a Contract I landed for you, or an Insurance policy amount, or otherwise want to manually put this on a sale, then I use the Quantity Field and the item and the Rate, like these:

Commission income item; quantity = 10% and the Rate = 10,000. This results in you owing me $1,000 commission on your $10,000 contract. Or, Quantity = 10,000 and Rate = .10 = 10 cents on each dollar of value.

Quantity X Rate = Amount.

I've attached what a Progress Invoice looks like, that is already provided for in QB desktop. There are about 12 columns available for you to enable and use.

that is how we currently handle it but I skews my inventory numbers, ie. I get a fraction of a unit when we don't sell fractions of units.

You control Quantity. If you don't want fractions, use whole numbers. You don't need a Custom Field for this. Inventory is already there by Unit, not %. You manage inventory by Units.

I attached the pop up where you select % or $ or Unit as Quantity, if you are using Progress Invoicing. The first pop up is radio buttons; you want to Select each, not % across the entire invoice.

is there a way to apply the payment % requested in a line item off of the total instead of off each individual line item?

I did exactly what your instruction said, and the data field I'm trying to add to the template is the Memo field, and that does not come up under header or column list.  Also, whether I say screen and print or screen or print, the template that's on the screen doesn't look anything like my customized template, but when it prints the template looks like the one I customized.  Still doesn't show the Memo Field.

Please advise.  

Thank you

MaryAnn

I have troubleshooting steps to help fix the Memo field missing, @maryann. 

I value the time you invested in modifying the invoice template. No worries, I'll lead you through some troubleshooting steps to assist in solving the problem.

There may be an issue with your company file. With this, I'd recommend opening a sample company. This way, we can confirm that the problem is your file.

Go as follows: 

1. Go to the File menu and select Close Company. 
2. Click the Open a sample file drop-down and choose a file. 
3. Customize the invoice template to check. 

If the issue persists, you can run the Verify and Rebuild tool to help repair it. Complete the following procedures:

1. Go to the File menu and select Utilities.
2. Click Verify Data and hit OK to close all windows. 
3. If there are no problems with your data, you're done. 
4. If you see Your data has failed the integrity check, go back to Utilities and select Rebuild Data. 
5. Click OK to make a backup to prevent data loss along the process.
6. Hit OK to continue the rebuild process.

For more information, see this link: Verify and Rebuild Data in QuickBooks Desktop.

Once done and the issue continues, I'd recommend running the QuickBooks File Doctor tool. This tool helps fix company file issues.

Do the following:  

1. Download the QuickBooks Tool Hub.
2. Open the file you downloaded (QuickBooksToolHub.exe).
3. Install and agree to the terms and conditions.
4. Open the app and click QuickBooks File Doctor.

Once the download completes, reboot your computer. Check out this guide for details about the steps: Fix common problems and errors with the QuickBooks Desktop Tool Hub.

Moreover, read through these articles below to learn how to resolve typical template issues in QuickBooks Desktop:

• Use and customize form templates.
• Fix common issues when you use and customize templates

Please ping me if you require additional assistance managing your invoice template or transactions. I'd be delighted to impart to you my years of experience. Take care.