Thank you for dropping by the Community today, ibonjour-comcast.
Yes, you can include an order number on an invoice. Let's use the custom field feature to display the information on your sales form.
Before we begin, the functionality mentioned above is only available in the Essentials, Plus, and Advanced versions. In addition, you can only create three custom fields in Essentials and Plus.
If you're using QuickBooks Online Advanced, you can have up to 12 active custom fields for each type of form (invoice, estimate, purchase order, expense, bill, and so on) and each type of profile (customer and vendor). Follow the steps below to configure the order number field:
- In your company, head to the Gear icon in the upper right and choose Custom fields under Lists.
- Click the Add field in the upper right.
- This action will open a window that lets you enter the order number information.
- Enter a name in the Name field, like your order number.
- Tick the All Sales forms box and move the Print on form slider to the right to show the custom field on printed and delivered forms.
- Once done, press the Save button.
When creating an invoice, enter the order number in the newly added field box. Next, navigate to the Invoices screen and select the defined field so that it appears as one of the columns.
Here's how:
- Tap the Sales menu on the left panel and choose Invoices.
- Go to the Gear icon beside the Action column and click on it to select the custom field.
- From there, search for the order from the list of invoices.
These resources include topics on creating custom fields, editing, or hiding a form, as well as videos to help you through the processes:
I've provided links to our online resources and video tutorials to get acclimated to the features and activities you can perform in QBO:
If you have any further questions about managing fields or other product-related concerns, leave a comment below. I'm always ready to answer them for you. I wish you continued success with your business.
