Hello @lrossi,
You're on the right track, putting a checkmark on a field in additional customization will show up in our invoice header.
Instead of using the job description in the customer profile, you can use define custom field instead so it'll show up in your invoice template. Let me show you how.
- Go to Customers.
- Select Customer Center.
- Open the profile of your customer where you wanted to assign a custom field.
- On the Additional Info section, select Define Fields under CUSTOM FIELDS.
- Enter Job Description as the label.
- Put a check on the Cust, Trans, and List columns.
- Click OK twice.
Once done, you can go back to the Additional Info of your invoice template and select Job Description. Learn more with this article: Create and use custom fields in QuickBooks Desktop.
Additionally, I've also included this helpful article for other ways that you can accept payments from your customers: Receive and process payments in QuickBooks Desktop.
Keep me updated in the comments if you have any other questions aside from customizing your invoice template. Stay safe!
