Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
S
Snowangel153
October 5, 2017
Solved

Adding custom internal notes to an invoice.

  • October 5, 2017
  • 2 replies
  • 2 views

I am trying to add additional notes to an invoice after I have received payment.  For instance: Check number, last four of the Credit card used, etc. I do not want to save this and have it sent to the customer.  I have tried to just "Save" after I have typed in what I want saved and it will not save it.   How can I save my necessary info without saving and sending it to the customer?

 

 

(Title has been edited by moderator for clarity)

    Best answer by qbteachmt

    Directly in the Receive Payment screen, you see the field for you to enter their Check #, to the right of Payment Method is Reference # or Check #, such as "EFT" or "ACH" or "1201." Below this is a Big Box labeled Memo, for you to put in Notes about this Payment.

    2 replies

    AliciaRoy
    AliciaRoy
    Level 1
    October 5, 2017

    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. 

      S
      Snowangel153Author
      October 5, 2017

      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!

      qbteachmt
      qbteachmtAnswer
      Level 11
      October 5, 2017

      Directly in the Receive Payment screen, you see the field for you to enter their Check #, to the right of Payment Method is Reference # or Check #, such as "EFT" or "ACH" or "1201." Below this is a Big Box labeled Memo, for you to put in Notes about this Payment.

        S
        Snowangel153Author
        October 6, 2017

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

         

        Have a great day!

        Need QuickBooks guidance?
        Log in to access expert advice and community support instantly.
        Terms & ConditionsAccessibility statement