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How do I edit the invoice template so the billed reference number shows?

 
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How do I edit the invoice template so the billed reference number shows?

Welcome to the Community forum, DaveMcL.

 

In QuickBooks Desktop (QBDT), you can customize your invoice template to show the data you need. You can use the Layout Designer option to make your own template. Here's how:

  1. Go to the Lists menu at the top.
  2. Choose Templates.
  3. On the page, click the drop-down button beside Templates.
  4. Select New, then choose the Invoice.
  5. Hit OK.
  6. Then to check the available details, click Additional Customization.
  7. Go to the Other section and put a check mark for Screen and Print
  8. Enter Billed Reference number as the Title.
  9. Once done, hit OK to save the template.

For more detailed information about the process above, you can check this article: Use and Customize Form Templates.

 

In case you need more help with managing customer transactions, please click here and select QuickBooks Desktop from the drop-down option.

 

I'm always here for you if you have any other questions, just let me know by commenting below. Have a great day!

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