Invoice design with different payor than client served

Hello there, @radar-9628.

I can see how relevant to add columns that'll autogenerate the details and type in other details every time you create an invoice. However, this option right now is unavailable. Still, you can add columns on the invoice. But you still have to manually enter the information on the fields.

Here's how:

1. Go to the Lists menu and select Templates.
2. Choose and double-click the invoice template you want to modify.
3. Click Additional Customization and go to the Columns tab.
4. Change the title under the Other 1 and Other 2 columns.
5. Click OK to reflect the changes.
   sample screenshot:
    
   

Another option is to look for a third-party application that helps you get the things you want in an efficient way. 

Also, I recommend sending a message to the product engineers to let them know you'd like to have this option.

1. Go to the Help menu and select Send Feedback Online.
2. Click Product Suggestion.
3. Choose a feedback type and product area on the QuickBooks Feedback window.
4. Enter your suggestion or feedback, name, and email address (optional).
5. Select the Send Feedback Online.

You can check this out for more information: Use and customize form templates.

Please let me know if you have other concerns. Take care and have a good one, Paula.

I can follow some of your steps, but when I try to add a new column via 'Other' I get a popup window that says: 

https://www.screencast.com/t/JLQGXPpgI   I went to the Layout Designer but cannot add an 'Other' column within the existing design.  This is what I want to do: https://www.screencast.com/t/gynxLw6lR

All help is appreciated.

Paula

Hi Paula,

Thank you for adding screenshots. It gives me a visual representation of the error you get.

There's nothing to worry about the pop-up message. It is just a piece of information that gives you an idea of where to go if you want to move the columns.

To get past that message, click OK.

Don't hesitate to pin this link as your guide about forms customization:  Use and customize form templates.

Also, you can turn on payments so your customers can pay you directly from the invoices you send them. Here's an article for more information: Send online invoices in QuickBooks Desktop.

Keep me posted whenever you have concerns with sending invoices. I've got you covered, Paula!

When I click OK, this appears: https://www.screencast.com/t/VfcUwJAWkOij

I have tried using the Layout Designer with no luck. I don't know how to add a column to a pre-existing layout.