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CandisLubbe
Level 1

Adding Fields to Invoices

How do I add a purchase order number to an invoice?

I have read how to Add a custom field, however I do not see the option to add field.

1 Comment 1
AlcaeusF
Moderator

Adding Fields to Invoices

Hi @CandisLubbe,


Thank you for dropping by here in the Community. I can share some steps that will help you add a purchase order number to an invoice in QuickBooks.

 

There are two ways you to add custom fields to your invoices. You can either go to the settings or the Custom form styles section of your account.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Account and settings under Your Company.
  3. Go to Sales.
  4. Under Sales form content, add the field. 
  5. Hit Save.

 

To add extra fields using a specific invoice template, please follow these steps:

 

  1. Click the Gear icon in the upper-right corner.
  2. Select Custom form styles under Your Company.
  3. Choose a template.
  4. Press Edit below the Action column.
  5. Go to the Content tab, then click the pencil icon in the upper-right of the form. 
  6. Scroll down and select + Custom field
  7. Add the field and hit Done
  8. Open an invoice.
  9. Press Customise at the bottom, then choose the template. 
  10. Enter the PO number.

 

Make sure to choose the correct template when creating an invoice to ensure the field shows up. Please refer to the screenshot shown above (step 9).

 

For additional reference, I've attached a link you can use about how to fix errors when uploading custom form styles in QuickBooks: Import custom form styles for invoices or estimates.

 

Fill me in if you have additional questions about the sales forms in QBO. I'm always here to help. Take care always.