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Adding personal name and job reference to Invoice

I'm trying to add my personal name in addition to my business name that is on invoices. Right now, it shows my corporation's name, but I need to be able to display my name too.

 

Also, I need to be able to display a note on each invoice that I send with the job reference description or number, as each client needs to know exactly for what job that specific invoice is for.

 

Not finding any way to do this on the "customize" tab of the invoice section....does anyone know how to add these two things?

 

Thanks!

Solved
Best answer April 29, 2019

Best Answers
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QuickBooks Team

Adding personal name and job reference to Invoice

Hi there, @genevieve1234.

 

I can share some information about adding your name and a reference description on your invoice template in QuickBooks Online.

 

At this time, there isn't a specific tab wherein you can add your name on invoices. However, you can enter your name beside the company name. Also, to add a description reference, you can add a custom field on your template.

 

Let me guide you how:

  1. Click on the Gear icon at the top.
  2. Select on Custom Forms Styles.
  3. Choose your invoice template.
  4. Click on the Content tab.
  5. Tap the upper portion of the template.
  6. Enter your name beside the company name.
  7. Under the Display section at the bottom, click on Custom field.
  8. Put a check mark on the custom box and key in Description.
  9. Click on Done to save the changes.

form1.PNG

Once done, your invoice should look like this:

Form2.PNG form3.PNG

 

For more details about customizing sales forms, you may check out this article: How to customize invoices, estimates, and sales receipts.

 

Also, I'd suggest visiting our QuickBooks Online Blog regularly to be updated with our latest news and updates including product improvements. 

 

If you need additional assistance with this concern, feel free to get in touch with our Customer Care Team. They have the tools that can walk you through the steps. 

 

Please let me know if there's anything else I can do to help. I want to ensure you're taken care of. Have a nice day.

View solution in original post

1 Comment
Highlighted
QuickBooks Team

Adding personal name and job reference to Invoice

Hi there, @genevieve1234.

 

I can share some information about adding your name and a reference description on your invoice template in QuickBooks Online.

 

At this time, there isn't a specific tab wherein you can add your name on invoices. However, you can enter your name beside the company name. Also, to add a description reference, you can add a custom field on your template.

 

Let me guide you how:

  1. Click on the Gear icon at the top.
  2. Select on Custom Forms Styles.
  3. Choose your invoice template.
  4. Click on the Content tab.
  5. Tap the upper portion of the template.
  6. Enter your name beside the company name.
  7. Under the Display section at the bottom, click on Custom field.
  8. Put a check mark on the custom box and key in Description.
  9. Click on Done to save the changes.

form1.PNG

Once done, your invoice should look like this:

Form2.PNG form3.PNG

 

For more details about customizing sales forms, you may check out this article: How to customize invoices, estimates, and sales receipts.

 

Also, I'd suggest visiting our QuickBooks Online Blog regularly to be updated with our latest news and updates including product improvements. 

 

If you need additional assistance with this concern, feel free to get in touch with our Customer Care Team. They have the tools that can walk you through the steps. 

 

Please let me know if there's anything else I can do to help. I want to ensure you're taken care of. Have a nice day.

View solution in original post

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