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Femi2
Level 1

Can I update an invoice template with a custom field not on the custom field settings of the sales form. For example, in place of ''discount'' can I have ''deduction

 
1 Comment 1
JamaicaA
QuickBooks Team

Can I update an invoice template with a custom field not on the custom field settings of the sales form. For example, in place of ''discount'' can I have ''deduction

You can edit the custom field by going through the custom field settings of the invoice template, Femi2. Let's work together to share this idea with our product developers.

 

I see how convenient it is to replace the field without going through the setting. However, this is currently unavailable. That said, I recommend sending this request to our innovators so that they may consider implementing it based on users' suggestions. I'll show you how:

 

  1. Go to the Gear icon at the top.
  2. Under the Profile column, select Feedback.
  3. Share your recommendation with the product, then click Next.

 

Stay updated on our recent developments by visiting our website or blog.

 

In the meantime, please click the Gear icon at the top-right corner of the invoice to manage custom fields. From there, you can tap the pencil icon to modify it according to your needs.

 

I'm adding a reference to help you create attractive, professional-looking sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Here's an article on receiving customer settlements: Record invoice payments in QuickBooks Online.

 

I'm always available to assist you with tailoring invoices. If you need further help with the customer payments, reply here or ask new questions, and I'll provide the answers.