Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Welcome and good day to you also, @Melyssa1.
I know how to add a column for Markup in your Invoice and Estimate form, and I'll gladly assist you with this.
Please know that after you add the Markup column, it won't automatically calculate the amount. You'll need to manually calculate and place the correct amount there.
Let's start by adding the column to your Invoice form. You can add it in the Formatting section when you create an invoice transaction. Here's how:
- Go to the Customers tab and select Create Invoices.
- Click the Formatting option above the invoice form.
- Beneath that option, pick Customize Data Layout.
- Go to the Columns section.
- Tick the boxes of the Screen and Print column beside the Other 1 option and select enter what Order you want to see the Markup column. Then, change the name to Markup in the Title section.
- Once done, click OK.
Also, check the Template used when adding the column since this only applies to that invoice template. If you want to see the Markup column on all invoice templates, repeat the steps above for each of them.
To add the Markup column in the Estimate form, you can go to the Customer tab and select Create Estimates. Then, follow the steps above, and it will show the Markup column in the form.
You may want to learn how to modify sales form templates before sending them to your customers. Check out this article: Use and customize form templates.
Please return here if you have clarifications and additional questions about managing your invoice and estimates form. We'll assist you as soon as possible. Take care, and have a good one.
@Melyssa1 RE: We want to be able to have a column on our estimates and invoices where we can change the markup as we go.
Unfortunately there's no way to create a column that impacts the invoice calculation. The custom field @Bryan_M recommended will function like a memo/text and won't have any actual impact on the Amount.
Some versions of QuickBooks include a feature called Price Levels which may help. Check in your preferences to see if you have this feature. Start at Edit | Preferences | Sales & Customers | Company Preferences and see if you have a section there for Custom Pricing:
