Set default invoice FOB value

terryhobart · ‎April 03, 2020

I need to set the default FOB value for entering invoices. We use "Origin" almost excludively. This would save a great deal of typing time.

ReymondO · ‎April 03, 2020

Hey there, @terryhobart.

For now, the option to set a default FOB value when entering it on the invoice is unavailable in QuickBooks. However, you can still manually add its amount when creating an invoice. Just make sure that the FOB's Screen option was checked in your invoice template.

Having this option is a great idea to add in our program. That being said, I'll talk to our Product Development Team so they can check it and probably add this feature in any future updates.

We'll keep you in the loop on our product updates and will share any details as soon as we have them through our blog.

If you have further questions or concerns, feel free to reach back out anytime.

View solution in original post

ReymondO · ‎April 03, 2020

Hey there, @terryhobart.

For now, the option to set a default FOB value when entering it on the invoice is unavailable in QuickBooks. However, you can still manually add its amount when creating an invoice. Just make sure that the FOB's Screen option was checked in your invoice template.

Having this option is a great idea to add in our program. That being said, I'll talk to our Product Development Team so they can check it and probably add this feature in any future updates.

We'll keep you in the loop on our product updates and will share any details as soon as we have them through our blog.

If you have further questions or concerns, feel free to reach back out anytime.

terryhobart · ‎April 07, 2020

Thanks for the response. We'll continue to post the value by hand.

I can mark this as done.

terryhobart · ‎April 07, 2020

Thanks for the information. We'll continue to post the value by hand & watch for an update.

karma0016 · ‎November 01, 2023

Has QB changed this yet? It would be nice to set this to appear on all invoices and quotes without having to enter it every time.

Mich_S · ‎November 01, 2023

Greetings. I want to provide some insights about handling your invoices in QuickBooks Desktop.

You can only manually add a FOB value when entering it on an invoice. While the feature to set it as default is currently unavailable in QBDT, I recommend providing feedback about it. This is a valuable way to communicate your needs and preferences to the product engineers. Here's how:

1. Open the Help menu, and go to Send Feedback Online.

2. Select Product Suggestion.

3. Fill out all necessary information.

4. Once done, click on Send Feedback.

Here's an extra module you can browse about keeping track of your customer's payments: Receive and record invoice payments in QuickBooks Desktop.

Fill me in if you need more guidance about this matter. I'm always ready to back you up. Take the best care!

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Set default invoice FOB value