cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Created with Sketch. Join our Small Business Relief Initiative. Support a GoFundMe today.
Highlighted
Level 2

Adding custom internal notes to an invoice.

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)

Solved
Best answer 07-31-2018

Best Answers
Highlighted
Level 15

Adding custom internal notes to an invoice.

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.

View solution in original post

QuickBooks Team

Adding custom internal notes to an invoice.

Hi there, IanMason.


Let me help you check why the internal notes won’t show on the sales forms.


After following the instructions provided by @AliciaRoy, you should see the internal notes on your sales forms. Since nothing comes up after logging out and logging back in, let’s do some basic troubleshooting steps.


First, log in to QuickBooks Online using a private window. Here’s how:

•    Press Ctrl + Shift + N keys on your keyboard (Google Chrome).
•    Press Ctrl + Shift + P keys on your keyboard (Firefox or Internet Explorer).
•    Press Control + Option + P keys on your keyboard (Safari).

 

Then, do the steps provided to make the internal notes show on the sales forms. If this works, please clear the browser’s cache for it to function more efficiently.

 

You can also try switching to a different browser (Inter Explorer, Chrome, and Firefox) since it can help issues like this.

 

If all else fails, I’d recommend calling our Customer Care Team for further assistance. You can get the phone number through this link: https://community.intuit.com/articles/1145770.

 

Let me know how it goes by leaving a comment below. Wishing you the best!

View solution in original post

6 Comments
Highlighted
Level 8

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. 

Highlighted
Level 2

Adding custom internal notes to an invoice.

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!

Highlighted
Level 15

Adding custom internal notes to an invoice.

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.

View solution in original post

Highlighted
Level 2

Adding custom internal notes to an invoice.

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

 

Have a great day!

Highlighted
Level 1

Adding custom internal notes to an invoice.

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

QuickBooks Team

Adding custom internal notes to an invoice.

Hi there, IanMason.


Let me help you check why the internal notes won’t show on the sales forms.


After following the instructions provided by @AliciaRoy, you should see the internal notes on your sales forms. Since nothing comes up after logging out and logging back in, let’s do some basic troubleshooting steps.


First, log in to QuickBooks Online using a private window. Here’s how:

•    Press Ctrl + Shift + N keys on your keyboard (Google Chrome).
•    Press Ctrl + Shift + P keys on your keyboard (Firefox or Internet Explorer).
•    Press Control + Option + P keys on your keyboard (Safari).

 

Then, do the steps provided to make the internal notes show on the sales forms. If this works, please clear the browser’s cache for it to function more efficiently.

 

You can also try switching to a different browser (Inter Explorer, Chrome, and Firefox) since it can help issues like this.

 

If all else fails, I’d recommend calling our Customer Care Team for further assistance. You can get the phone number through this link: https://community.intuit.com/articles/1145770.

 

Let me know how it goes by leaving a comment below. Wishing you the best!

View solution in original post

Need to get in touch?

Contact us