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alllpro01
Level 1

Custom Columns in Invoices

Hello all - 

Im looking for some thoughts on how I can customize a column for invoices.  We create our invoices from our estimates.  Sometimes invoices are 10 pages long.  The customer is requesting to see the balance remaining to invoice for the different line items.  This would be the Estimate Amount less Prior Amount less the Amount.   I purchased and tried it with Form Calc SST only to find out that it cant access those types of columns.   Thank you in advance for any thoughts and suggestions to might have!

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1 Comment 1
JessT
Moderator

Custom Columns in Invoices

Hi there, alllpro01,

 

Thank you for taking the time to post today.

 

I can see that it would easier for your customer to see the balance on each line item. However, this is not available in QuickBooks. You can give them the updated estimates if they want them. Anyway, I'll take this as feedback.

 

If you have other questions, please let me know. Have a good one!

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