Custom fields that show up when creating an Invoice

I know a way to do this, gnocchi.

In QuickBooks Desktop, you'll be able to organize the appearance of your invoice. With this, some header information can be removed or renamed to suit your needs. I'll show you how.

1. Go to the Customers menu, select Create Invoices.
2. Click the Formatting tab and then Customize Data Layout. After that, choose Make a Copy.
3. In the Header tab, you can remove or rename the title, 
4. Hit the Layout Designer button so you can drag and move the field.
5. Once done, click OK, then hit OK again.

I've got this article for more details: Use and customize form templates. You can also find instructions for importing your template here.

In addition, you can check out this material to learn how to fix common template issues in QuickBooks Desktop: Fix common issues when you use and customize templates.

if you need any additional help with your template, I'm always here to help. Have a wonderful day!

Thank you everyone for your input!

I was able to make progress and another question came up. Our client's PO number is pretty long and although it looks ok on the final invoice, when creating and invoice the field associated with the PO field crops it a bit. Is there a way of widening a field displayed on the "Create an Invoice" window?

Thanks!

You're welcome, @gnocchi. It is our pleasure to assist you.

I have some information about customizing or expanding the P.O. No. field on the Create Invoices page.

The option to expand the P.O. No. field On the Create Invoices page is currently unavailable. However, I think that adding this function to QuickBooks Desktop (QBDT) is a wonderful idea.

I'd like to invite you to share your thoughts with our developers so that this functionality might be considered for future updates. On my end, rest assured, I'll do the same.

To provide feedback on a product using QBDT, follow these steps:

1. Go to the Help menu in your QBDT after opening it.
2. Select Send Feedback Online, choose Product Suggestion from the options.
3. On the QuickBooks Feedback window, select a feedback type and product area.
4. Enter your idea or comment, as well as your name and email address, and then click the Send Feedback button.

I also recommend that you go to the Firm of the Future website. It includes information and suggestions to help you get the most out of QuickBooks.

For additional information on how to create and edit a form template, see the following link: Use and customize form templates. This guide will show you how to copy a form template and then alter it from one company file to the next.

If you have any concerns about modifying your invoice template or anything else, I'm always present. Simply let me know in the Reply box below. Stay safe and enjoy the rest of your day!

@gnocchi  RE: Is there a way of widening a field displayed on the "Create an Invoice" window?

Unfortunately there isn't. I too wish there was. It'd be nice if the fields across the top of the table widened to fit as the invoice got wider.