Adding custom internal notes to an invoice.

Hi Snowangel153, 

I'm here to show you how to add custom internal note fields. 

You can follow these steps to add them to your invoices: 

• Go to the Gear icon and select Account and Settings. 
• Choose the Sales tab on the left. 
• Click in the Sales form content field. 
• Under Custom fields, use the Internal check mark boxes to add the fields. Make sure the Public boxes are not checked. The Name field is where you can enter a title such as check number, credit card ending, etc. 
• Once you're finished click Save and then Done. 

Please let me know if this is what you're looking for, or if you have any further questions. 

Thank you so much!  I did go add these to my invoices where I can see them and not my customer.  My issue is I want to go back into an old invoice and add a check # or batch number.  Open an invoice that is a couple of weeks old.  But when I do this, it will only allow me to save it with a reminder that the customer will see any updates that I make.  And I do not want to customers to receive a notice about these additional notes to the invoice.

I appreciate any advice you have!

Have a wonderful day!

Thank you so much!  This is exatly what I needed.  I appreciate your time.

Have a great day!

Hi there,

I've followed your instructions exactly but the field still isn't appearing on the sales form.  Tried logging out and back in again too.  Can you suggest how I can get my internal notes field to show up?

Thanks!

Ian

Is there not a way to add a note to customer account on QB Desktop? If not that defiantly needs to happen! LOL! I need to add a note to remind everyone in office we need an updated email address. Is it may be under define fields? 

Hi. I appreciate you for joining this thread, crkeith. I understand that adding a note to a customer account on QuickBooks Desktop is what you need now.

Yes, the Define field feature will allow you to enter a note that actively reminds the people in the office about the requirement for an updated email address.

Please note that you will need to manually set up the information for this field in each customer profile. By doing so, the system will automatically generate it when you create a transaction for them.

To ensure that the defined field is being applied to your invoices in QuickBooks, you can follow these steps:

1. Go to the Lists menu and select Templates. 
2. Double-click the template you want to use.
3. Pick Additional Customization.
4. Choose Header and tick the Screen and Print boxes Title of the your define field.