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sree921
Level 1

How can I add Drug Licence Number in the Invoice

assist
1 Comment 1
MichelleBh
Moderator

How can I add Drug Licence Number in the Invoice

I have here easy-peasy steps on how to add the Drug License Number (DLN) to your invoice, @sree921.

 

You'll need to customise the invoice so you can add the DLN in QuickBooks Online. And I'm happy to outline the complete steps to accomplish this in your account. 

 

  1. Go to the Gear icon, then choose Custom form styles
  2. Select the existing template or the New style drop-down arrow and pick Invoice.
  3. Pick Content and tap the pencil icon. 
  4. In the Display section, click + Custom field hyperlink. 
  5. Check the box and enter Drug License Number in the field. 
  6. Hit Done
  7. Click Edit drop-down and pick the Make default button (optional).

 

For more details, check out this link: Customise invoices, estimates, and cash memos in QuickBooks.

 

After that, you can now manually enter the DLN in your invoice. Make sure to use the correct template. Refer to the example screenshot below for your reference.

 

 

Additionally, you run a Transaction List by Customer Report in your account. Then customise it to show the transactions that have DLN. 

 

 

For additional information, check out this article: Customise reports in QuickBooks.

 
Finally, QuickBooks is able to send or print multiple invoices and upload custom form styles to your account. For the complete instructions, click these links below. 
 

 

Do you have any questions about other processes? Include them in this thread, and I'll give you a hand, however, I can. Look out for yourself, @sree921