cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
janvh25-gmail-co
Level 1

Can i add a space for a reference number on my invoices? can i change payment due by customer s to 30 days after statement date not invoice date?

need a reference number on invoices
1 Comment 1
Kurt_M
QuickBooks Team

Can i add a space for a reference number on my invoices? can i change payment due by customer s to 30 days after statement date not invoice date?

We're delighted to have you here in the Community space.

 

Yes, you're right. You can add a space or field for your reference number inside your invoices in QuickBooks Online (QBO). We have this feature called custom fields, and it lets you add another box or field where you can enter details to add more information to your sales forms. But before anything else, please know that if you're using QBO Plus or Essential, you are limited to 3 custom fields.

 

If you wish to continue, we'll be happy to input the steps below to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the top-right corner, click the Gear icon and select Custom fields.
  3. Select Add field. A reminder, if this is your first time creating a custom field, select Add custom field.
  4. Enter a name in the Name field.
  5. Select the All Sales forms or Purchase Order checkbox. Or, select both.
  6. (Optional) To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
  7. Click Save.

 

Feel free to see this page for more details: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

On the other hand, please know that the payment due by the customer will depend only on the date you've added to your invoice. That said, the option you're trying to access isn't possible.

 

Additionally, we highly recommend checking these handy articles that talk about managing invoice payments, creating personalised sales forms, and generating a business report to help you keep track of all your transactions inside the program:

 

 

We're looking forward to having you here again if you have any other goals you'd like to achieve or tasks you'd like to perform inside the program. Feel free to visit the Community or comment below so we can respond right away. Have a nice day!