What is the correct variable for Invoice Number in an Invoice DOCX template?

Hi there, @tlum.

I've got the answers you're looking for to get that custom invoice template uploaded in no time.

You have to use <refnumber> for the invoice number. You can also download the sample file if you would like some help setting up your template. It includes the EZ Map Fields catalog.

Here's how:

1. Go to the Gear icon and select Custom Form Styles.
2. Select the New style dropdown menu and choose Import style.
3. Choose Invoice. It is where you can download the import guide.
4. If your template is ready, click Upload your .DOCX file field. Then, find and select your .docx template.
5. Select Next.
6. Map your fields so that QuickBooks knows what values you want.
7. When everything looks good, click Save. Then, create a name for your new style. 

Alternatively, you can refer to this sample invoice template I've attached below.

You can also read through these articles on how to establish your brand by adding logos and customizing them to your liking:

• How to add custom fields to invoices
• How to add, customize, and troubleshoot logo on sales forms

Please feel free to click the Reply button if you have other questions about personalizing your templates. I'm always here to help, @tlum.

Thanks, <refnumber> works.

You might want to update your documentation and examples:

Those came from here on May 3, 2022:

https://km-ext.ebs-dam.intuit.com/content/dam/km/external/WPOrganicContent/QBO%20EZ%20Map%20Fields%2...

https://km-ext.ebs-dam.intuit.com/content/dam/km/external/WPOrganicContent/Custom%20styles%20samples...

Hi there, tlum.

We appreciate you for providing a solution for a custom invoice template. Just in case you need to edit a custom field, follow the steps below: 

1. Go to the Gear icon on the top menu, then select Custom fields. 
2. In the Actions column, press Edit.
3. Make your changes and press Save.

For each custom field, you can see what category it applies to and which forms it appears on. You also see the Print icon if the custom field is visible to customers or vendors on a form. To learn more on how to establish your brand by adding logos and customizing them to your liking, check out these articles: 

• How to add custom fields to invoices
• How to add, customize, and troubleshoot logo on sales forms

Make the most of QuickBooks exploration. If you have any debrief about the process, feel free to share them with us in this post. I welcome the opportunity to respond immediately. You have a good one.