How do I add my customer's PO number to the packing slip? It is on the invoice but not the packing slip!

Let's manually do this, de4.

To add a PO number on the customer's packing slip, you can create a custom field on the invoice template. Then, enter it manually before printing the packing slip.

Here's how:

1. Click the Gear icon at the top.
2. Under Your Company, click Custom Form Styles.
3. If you already have an invoice template, click Edit in the far right.
4. If not, click the New style button in the upper right-hand corner and select Invoice.
5. Click the Content tab.
6. Click the header of the template.
7. Below the Display section, click the +Custom field link.
8. Check the box to add the custom field and name it PO Number.
9. Click Done.

I've added screenshots too.

Please leave a reply if you have more questions. Thanks.

I tried to update my invoice template using the steps below to add a customer PO number but I don't have the option to add custom fields.  The +customfield option does not appear on my invoice template after I click on the pencil icon in the header of the template. 

How can I get the custom field option on my invoice template?  Is there another way to add a customer PO number to my invoice template?  

Please advise.

Thanks,

TF

Glad to see you here, tf4.

It's my priority to help you add a customer's PO number to packing slips. Let's get this sorted out.

Let's perform basic troubleshooting steps to check whether this has something to do with your browser. You can use an Incognito browser or a new private window.

Here's how to open a private window in different browsers:

• Google Chrome: press Ctrl + Shift + N.
• Mozilla Firefox: press Ctrl + Shift + P.
• Internet Explorer: press Ctrl + Shift + P.
• Safari: press Command + Shift + N.

If you're able to add the PO number using your private browser, let's go back to your regular browser and clear its cache.

You know where to find me if you have any other questions. Have a good one.

Thank you.  I tried using Chrome in a private window and I cleared my cache and neither changed the options that are showing.

I also tried Safari, and that also didn't seem to show the +customfield option.

Here is a screen capture of what I get when I try to edit the invoice.

https://gyazo.com/30be6f9341678b73f6935f68617cb672

Thoughts?  

Hi again, tf4.

Thank you for getting back to us and providing us with a screenshot. I'm here to provide some additional clarification on your question regarding adding custom fields to an invoice template.

The ability to create custom fields on an invoice template is only available on the Plus, Essentials, or Advanced version of QuickBooks Online. If you're using Simple Start, please note this option is unavailable.

I'm adding this article for additional insight about adding custom fields: How to add custom fields to invoices.

Please be sure to let me know if there's anything else I can do to help you. The Community will keep an eye out on your response.

I spent hours on this problem with Quickbooks 'support'.  Basically, if you have a lower-tier version of QB online, they purposely don't allow you to enter your own information into a form.  This is the primary reason I have QB, and just updated to QB online from desktop (where this wasn't a problem). What an absolute mistake that was.  Hey Quickbooks management, if you're listening, you just lost my business.  I'm not paying an additional $50/month so that I can write a PO number on an invoice, something that is INDUSTRY STANDARD PRACTICE.  I also will not be doing my taxes with Intuit anymore, because I'm spiteful, and won't work with people who display unbridled greed.

Hi formeronlinecustomer,

QuickBooks Online (QBO) comes packed with features based on your needs. Creating a custom field for your purchase order number is available in the Essential and Plus versions.

Essentials and Plus have a broad distinctive attribute that lets you create your own custom fields on invoices, sales and refund receipts, and credit memos.

At Intuit, we strive to provide a great value for the price we charge. We've constantly the cost to deliver a top-tier product and support product level that customer like you have come to expect.

We have plans that suit businesses of all shapes and sizes outlined in this article: Compare QuickBooks Plans.

This should point you in the right direction. If you have any questions, just leave a comment below. I'll get them answered.

Is there a way to do this with an Imported Form Style?  I have a Custom field of PO Number and it is in invoices through an imported form, but it doesn't show up in the packing slip.  If I follow your steps, I can make the PO Number show up in packing slips when I use a Custom Form for the invoice default, but not when I use an Imported one.  The field in my import form is called <custom2> and I had to Map that to PO Number when I imported.  Thank you.

Good evening, @slaj.

Currently, the only way to have customization of Purchase Orders (PO) numbers is to have an Essential, Plus, or Advanced plan. Even with importing, the option to use the Custom Forms is limited. You are importing and mapping your custom field to the PO number to create another field correctly. However, if you have the SimpleStart plan, the feature isn't available.

The Community is always here to help if you have any other questions. Have a wonderful Wednesday!

I have Quickbooks Advanced

I've replicated your concern, Slaj.

When you print the invoice, it will follow the invoice template (imported or manually created). Although, the packing slip will follow the information shown on the invoice page itself. 

Having said that, just as long as you added a custom field (PO number) in the invoice, it will show in the packing slip. 

I'll also share the article on how to import custom form styles for invoices or estimates for future reference. 

If you have more questions, please feel free to drop a comment below. 

Thank you for looking into this.  It's not working that way for me.

If I use the imported template (which shows the PO number in the invoice), it does not show the PO Number in the packing list.

In this first case, I am selecting a template that is imported.

Customize -> InvoiceSLA is an imported invoice template.

If I print the packing slip, there is no PO Number

If I select a template that is just made from the Custom Tool:  Customize -> Jennifer's Template

Then if I Preview the Packing list, the PO Number is there.

I would like to use the imported template for invoices.  Is has the fields "custom1" and "custom2".

"custom2" gets mapped to PO Number which shows up fine in the Invoice, but not in the Packing Slip.

Can you upload the source doc file for the custom invoice template you are using?

Thank you.

Thanks for the attached screenshots, slaj.

This happens when the custom field isn't set up to appear in public. That's why the PO number field won't show up when printing the packing slip.

You need to mark both Internal and Public boxes in your company settings. This will ensure those custom fields will appear when printing your sales forms and packing slip.

Let me show you how to accomplish this:

1. Go to the Gear ⚙ icon at the right top, then select Account and Settings.
2. Select Sales from the left navigation bar.
3. Go to Sales form content, then mark Internal and Public.
   
4. Click Save, then Done.

By the way, the screenshot below will show how I've added the PO field in the template. This is taken from the sample file provided in this article: Import custom form styles for invoices or estimates.

Don't hesitate to leave a comment below if there's anything else I can help you with QuickBooks. I'm always around to help ensure your success.

Have a great day ahead!

Thank you so much for your help.  Unfortunately I still can't get it to work with an imported template even with the keyword changed to <ponumber>.

My Sales Form Content edit fields don't look the same as your screenshot shows.

And if I click on Custom Fields, I get:

Then Edit on the PO Number line gives me:

I appreciate you for getting back here in the Community, @slaj.

The Sales Form Contents edit fields from the screenshot of my colleague are only for the lower version Essentials or Plus. Right now, printing the custom fields from an imported template is unavailable in QuickBooks Online.

I'll make sure to submit the feedback on your behalf and ensure to consider them when making improvements to the product. For now, I recommend creating the template directly within the system.

To stay updated about the latest features being rolled out, visit the QuickBooks Blog page.

Also, for additional reference, I recommend visiting the Import custom form styles for invoices or estimates article. It provides additional details about the imported templates.

If there’s anything else I can help you with, click the Reply button and post a comment. I’ll be right here ready to help you. Have a good one.