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sonet-beninca
Level 1

Can an Invoice be customized with extra columns

 
1 Comment 1
GebelAlainaM
QuickBooks Team

Can an Invoice be customized with extra columns

Hello there, @sonet-beninca. I'm here to provide you with some information about you concern.


The option to customize extra columns on an invoice is currently unavailable in QuickBooks Online. All the columns in the custom form styles are the default.

I've also added a screenshot for your visual reference of the default columns.


In case you would like to personalise and add specific info to your sales forms. You can start by creating a new template.

Here's how:
 

  1. Go to the Gear icon and then select Custom Form Styles.
  2. Select New Style.
  3. Then choose a sales form type.
     

After that, you will now be able to customise the appearance and all the other information you need. 

You can refer to this article for more detailed steps: Customise invoices, quotes, and sales receipts in QuickBooks Online.

You can also refer to this article if you would like to record invoice payments in QuickBooks Online.

If you have any questions or need more information on customizing sales or managing invoicing, please use the Reply button. I'll get back to you as soon as possible. Stay safe!