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Level 1

Can you add another line to an invoice after the shipping line? I want to add a line saying insurance.

 
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QuickBooks Team

Can you add another line to an invoice after the shipping line? I want to add a line saying insurance.

Thank you for posting here in the Community, @diane12.

 

I can help you add a custom field for insurance when creating invoice in QuickBooks Online (QBO).

 

To add a line for insurance, we'll need to customize the template used when creating invoices.

 

Here's how:

  1. Go to the Gear icon.
  2. Select Custom Form Styles under Your Company.
  3. Select an invoice template and click Edit.
  4. Go to Content.
  5. Click the logo portion where address are located.
  6. Click Custom field.
  7. Add Insurance on the box provided.
  8. Click Done to save the changes.

When creating invoices, make sure to select the template you've customized.

 

Let me know directly if you have additional questions about customizing an invoice template. I'd be glad to help.

 

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Level 1

Can you add another line to an invoice after the shipping line? I want to add a line saying insurance.

I have prepared an invoice and would like to add some lines on it.  Sample of invoice is as follows: 

Description                      Qty                 Rate             Amount 

Fresh Fruit iPhone 8         2                       1                     2

Seeing Stars iPhone 8      1                       1                     1

 

Total                                     3                                              3

 

Now I want to add some lines below Fresh fruit iPhone and below Seeing stars iPhone like, Box fee, Order Processing fee, etc. Please inform me how to add these lines in invoice using quickbooks free trial. Does quickbooks free trial has this capacity or not. 

 

Thanks and look forward to hearing from you soon.

 

   

Highlighted
QuickBooks Team

Can you add another line to an invoice after the shipping line? I want to add a line saying insurance.

Hey there, peggyava.


I’m glad you turn to the Community about adding additional lines to your invoice. I can guide you on how to set up the items, so they’ll show up correctly on the transaction.


The good news is, the trial version for QBO allows you to enter the  Box fee, Order Processing fee, and etc. in the invoice. You can use the Bundle feature to group items you often sell together.


Let me walk you through the step by step process:

  1. Go to the Gear icon at the top, and select Products and Services.
  2. Click on the New button.
  3. In the Product/Service information page, choose Bundle.
  4. Enter the bundle name, SKU, description, and which products/services are included.
  5. Once done, click on Save and close.

 

I also added a link that will visually guide you through the process. Just make sure to go directly to the How to create a bundle section.


That'll do it. When creating an invoice, all the items will automatically show up on the transaction.


If you have additional questions about QBO, please know that I'm always around to answer them. Have a great day ahead.

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