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LALANGUAGE
Level 1

I need to add a field on invoice Mac desktop

I need to remove shipping to and add instead case name
4 Comments 4
Catherine_B
QuickBooks Team

I need to add a field on invoice Mac desktop

I can walk you through customizing your invoice template, LALANGUAGE.

 

You can add a Custom field and name it to Case Name and uncheck the Shipping option. Just a heads up, you can only enter 30 characters in the custom fields. Let me show you the easy steps in adding the custom field:

 

  1. From the Gear icon at the upper-right, click Custom form styles.
  2. Click Edit to an existing invoice template or create a new one by click New style > Invoice at the upper-right.
  3. Go to the Content tab and click the Header of the sample.
  4. Under the Display section, unselect Shipping.
  5. Click +Customer field and check a box and name it something like Case Name.
  6. Then, click Done.

You can check out this link for more information on how to customize your sales forms

 

Always know that the Community is ready to help you with any questions you have about QuickBooks. Just post them here. Have a good one!

LALANGUAGE
Level 1

I need to add a field on invoice Mac desktop

I did everything you told me to do but there is no custom field.I have spent hours online with the support , got disconnected twice ,they need to escalate the issue but it looks like I will cancel my subscription because the service sucks .Everyone that I spoke to was not able to help me on a very simple issue and I mean simple !

not everyone has something to ship right? I happen to bill for services .

Very disapointed.

LALANGUAGE
Level 1

I need to add a field on invoice Mac desktop

I did everything you told me to do but there is no custom field.I have spent hours online with the support , got disconnected twice ,they need to escalate the issue but it looks like I will cancel my subscription because the service sucks .Everyone that I spoke to was not able to help me on a very simple issue and I mean simple !

not everyone has something to ship right? I happen to bill for services .

I just got a call from someone telling me that the only way is to upgrade to the 75$ subscription per month ...

Very disapointed.

LALANGUAGE
Level 1

I need to add a field on invoice Mac desktop

Thanks anyway Catherine .

I will look for other online invoices options .

I don’t want to pay $75 per month .

I know it has many features but I don’t need them .

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