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cray
Level 1

Is there a master list of available fields for a custom invoice?

 
6 Comments 6
MJoy_D
Moderator

Is there a master list of available fields for a custom invoice?

Thank you for posting here in the Community, cray.

 

Let me share some information with customizing your invoices.

 

The areas you can customize includes the Logo, Color scheme, Font and size of the printing, Header and footer and Custom fields.

 

Here are the steps on how to customize your invoice:

 

  1. Click the Gear icon and select Custom Form Styles.
  2. From the New style drop-down menu, select Invoices.
  3. You can edit the four sections according to your preference for the Design TabContent Tab, Emails Tab and Payments Tab.
  4. Click on Done to save.

This will now listed on your Custom Form Styles page. Check this How to customize invoices, estimates, and sales receipts article for more information.

 

That's it. If you have any other questions or would like me to clarify anything else about customizing your invoices, let me know. I'm always glad to help in any way I can.​ Have a good day. 

iantan
Level 1

Is there a master list of available fields for a custom invoice?

I believe the question here is what are the quickbooks fields information that can be used in reporting or even display on PDF invoice. 

 

For my case, I'm trying to look for the payment method field which I want to show on PDF invoice. In the matching step, there is no such field to display. 

 

For the worse, there is SKU field to choose from but no SKU display despite the products already have SKU. 

 

Anyone can assist on this? 

JessT
Moderator

Is there a master list of available fields for a custom invoice?

Hi there, cray!

 

When you import an invoice template, there is section where you can download the sample file in a zipped folder. Along with it is another document with the list of mapping fields.

 

 

Here's an article for your reference: Import custom form styles for invoices or estimates.

 

 

 

Hello iantan,

 

At the moment, there isn't a field for the Payment Method. However, you place them in a CUSTOM field, so it becomes visible on the invoice.

 

For the non-showing SKU, you'll want to to enable the SKU field on the Standard template first and choose the Airy design. After that, you can re-upload your invoice template.


 

If you have additional questions, feel free add a comment below.

Sufyan
Level 1

Is there a master list of available fields for a custom invoice?

Sku still not appearing.. i'v enabled the sku on the standard template but still.. please help

Joseph_A
QuickBooks Team

Is there a master list of available fields for a custom invoice?

Thank you for posting here in Community, @Sufyan.

 

Before proceeding to the steps, kindly make sure to enter the products and services description, you can set it up on the product and services tab.

 

Technically, this is a trial and error. Try another template until it works and try another browser when doing the print preview of your invoice template.

A browser issue can also cause this behavior.

 

I'll keep an eye on this thread and please let me know if you have additional questions.

Sufyan
Level 1

Is there a master list of available fields for a custom invoice?

finally it worked thanks to you

Thanks a lot for your quick reply

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