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Sandy312
Level 1
posted
‎June 16, 2022 01:36 AM
last updated ‎June 16, 2022 1:36 AM

Recommendation for an Extra Button

Good day,

 

This is a request/recommendation to add an extra text box to be used to add a reference number/info when creating a Quote if there is. The second one is we currently forced to add a PO under the address box because there is no space for it when creating an invoice, please see attached image where I drew how it could look. 

 

Of course if a user does not need to fill up that information the text box shouldn't appear when the Quote/Invoice is printed, just like the text box of the Expiration date.

 

Thank you,

Sandile MbonaniExample.png 

Example.png

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3 Comments 3
Kurt_M
QuickBooks Team
QuickBooks Team
‎June 16, 2022 02:51 AM

Recommendation for an Extra Button

I appreciate you for posting this here in the Community, @Sandy312. I'd be happy to share some insights about this, along with a workaround to be able to add another section for your invoice number in your sales form in QuickBooks Online (QBO).

 

First and foremost, I understand the importance of being able to have an extra box in your sales form. Here in QuickBooks, you can use the Custom fields to add box for your invoice number when creating a quote. You can create up to 3 custom fields and add them to your quote in QBO. What's good is that if you're using QuickBooks Online Advanced, you can create up to 12 custom fields. I'd be happy to outline the steps below so you can get through this and add an extra box for your invoice number. 

 

To begin, here's how:

 

  1. Go to the Gear icon, then select Custom fields.
  2. Select Add field.
  3. Enter a name in the Name field.
  4. Select the All Sales forms checkbox.
  5. If you want the custom field to appear on printed and delivered forms, turn on the Print on form switch. Otherwise, it will only be visible in QuickBooks.
  6. Select Save.

 

Feel free to visit this article for further guidelines on using the custom fields: How to add custom fields to sales forms and purchase orders.

 

Refer to the screenshot below to see the changes once you use custom fields when you create a quote in QBO.

 

image (64).png

 

In addition, I've got you this article in case you'd like to make personalisation on your sales forms: Add, customise, or remove logos on sales forms.

 

You can always count on me if you have any additional QuickBooks-related concerns. Feel free to click the REPLY button below. This way, I'll be notified, and be able to lend you a hand. Take care!

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Sandy312
Level 1
‎June 16, 2022 03:21 AM

Recommendation for an Extra Button

Hi KurtKyle,

 

Thank you for the instructions given, it's been helpful, however on my system the Add field button is inactive, I am not sure if it's because of the plan I have? 

 

Please advise.

 

Regards,

Screen Shot 2022-06-16 at 12.15.03 PM.png

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JessT
Moderator
Moderator
‎June 16, 2022 04:13 AM

Recommendation for an Extra Button

Hi Sandy312!

 

I'm taking over since Kurt's shift has ended. You need to be on the Essentials or Plus plan to add a custom field. Otherwise, the option will be grayed out. If you want to upgrade, you can follow the steps below.

 

  1. Go to Settings ⚙ and then Account and settings.
  2. Select the Billing & Subscription tab.
  3. In the QuickBooks Online section, select Upgrade your plan.
  4. Review the available plans and then select Choose plan.
  5. Follow the on-screen steps to upgrade your plan.

 

Here's an article for your additional reference: Upgrade or downgrade your QuickBooks Online subscription. You can use the Message to customer field of your quote if you don't want to upgrade.

 

Feel free to visit us back if you need help along the way. Take care and have a good one!

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