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Level 1

I need to add certification numbers as part of my profile, how do I add this information to appear on every invoice?

 
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QuickBooks Team

I need to add certification numbers as part of my profile, how do I add this information to appear on every invoice?

Hi tomnewkirk08. For it to appear on every invoice, you would need to create a custom template for the invoice. I'm going to list the steps below for you as well as include a quick video on the process so you have a nice visual representation as well. Here they are:

 

Creating the Template

  1. Select the Gear Icon ⚙️ in the top right corner. 
  2. Under the Your Company section, select Custom Form Styles
  3. Now, in the top right, click New Style then Invoice
  4. At the top of the screen that appears next, select Content
  5. Click the box on top
  6. Towards the bottom of the screen, select +Custom Field 
  7. Go ahead and enter the information you would like to display on your invoices. 
  8. Once you're finished click Done in the bottom right corner

Set the template as default

  1. You should now see the custom form in the list. In the action column, select the Arrow
  2. Next click, Make default

 

 

This invoice template will now be the default for all invoices. If you have more questions about the customizing we have a great article as well about customizing form template. Feel free to also ask me any other questions you may have.

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