I want to be able to have notes for all of my customers get pulled into the invoice for my delivery driver. We have hundreds customers and they each have unique receiving requirements and contacts I want that information readily available for our drivers. I have placed this information into the notes field of each of my customers but there doesn't seem to be a way to add a box similar to the billing box to our invoices to display these instructions.
Custom form style lets you add additional information into your sales forms with less effort and time. You can add a custom field to be able to make the notes available on the form. Please follow the steps.
Click the Gear icon.
Select Custom form styles.
Go to the Content tab, then click the first part of the invoice on the other side.
Under the Display section, click Custom Fields.
Add Notes on the box, then place a checkmark on the box.
Once added, you'll see the custom fields box when you create an invoice. I've attached a screenshot for your visual guide.
Let me share additional information about invoices and customer's details. Yes, the data from the Notes field on the Customer Information window is only on the customer's profile and won't display on the invoice. The workaround given by MariaSoledadG above is to add a customize field from the Custom Form Styles then enter the elements from there. However, the amount of text or information you can add from there is just limited. This way, you may input the notes on the Description field when creating invoices.
I understand the importance of importing the customer's notes into the invoice. Rest assured our engineers never stop to develop QuickBooks to deliver the best experiences for all of the QuickBooks users. Hopefully, they'll consider the request in the future.
At this time, you can visit our blog to stay current with the latest QuickBooks news and feature updates.
As you continue working with invoices, you can also read the topics from this link in case you want to send and print them for your customers in the future: How to email or print an invoice.
Please post again in the Community if you have additional concerns. I'm here to keep helping. Keep safe!