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pacificfireprote
Level 1

How do I add a memo to an invoice?

 
1 Comment 1
Charies_M
Moderator

How do I add a memo to an invoice?

I've got you covered today, pacificfireprote.

 

I can guide you on adding a memo to your invoice. There are different ways to achieve this in QuickBooks Online (QBO). You can either add a memo field on the invoice from your Account and Settings or customize your invoice template.

 

To add custom fields, please follow the steps below:

 

  1. Go to the Gear icon.
  2. Under Your Company, choose Account and Settings.
  3. Select Sales, then go to Sales form content.
  4. Enter Memo on the dialogue box beneath Custom fields.
  5. Select Save and then Done.

Learn more about adding custom fields through this article: How to add custom fields to invoices.

 

Here's how to customize your invoice template by adding a Memo column:

  1. Go to the Gear icon.
  2. Under Your Company, select Custom Form Styles.
    QBO customtemplate.PNG
  3. Click New style.
  4. Choose Invoice.

    QBO customtemplate.PNG2.PNG
  5. On the Content tab, click EDIT LABELS AND WIDTHS.
  6. Type in Memo in the box beside Description.
  7. Click on Done.

Then, you'll have to select the newly customized form when creating an invoice by clicking Customize at the bottom of the page.

 

However, if you want to enter a message on the invoice for your customers to see, you may consider using the Message on invoice feature. I'll show you a screenshot for your reference:

 

 

Do check out this article to learn more about customizing templates in QBO: Customize invoices, estimates, and sales receipts in QBO.

 

If you want to review the invoices you made, run the Invoice List. Pull this up by going to the Reports menu at the left pane then type Invoice List on the search bar.

 

The Community is always open if you have other questions. I'll be around to help. Wishing you a great day ahead!

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