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digitalbey
Level 1

My invoice template is not working properly. some missing fields P.O. Date, P.O. Number and required three more field is shipping via, shipping tracking no, date etc.

 
1 Comment 1
JonpriL
Moderator

My invoice template is not working properly. some missing fields P.O. Date, P.O. Number and required three more field is shipping via, shipping tracking no, date etc.

Hello @digitalbey,

 

Let's customise the template used on your invoices so you can enable and display the fields you needed. I'll show you how.

  1. Go to the +New button.
  2. Under CUSTOMERS, select Invoice.
  3. Select Customise.
  4. Choose Edit current.
  5. On the Content tab, select the upper portion of your invoice template.
  6. Select all the fields you needed to show up on your invoice.
  7. Click Save.

In addition, here's an article you can read to learn more about how you can customise an invoice template: Customise invoices, estimates, and cash memos in QuickBooks Online.

 

Lastly, I've also included this helpful article for ideas about the other methods you can start using in accepting payments from your customers: Record invoice payments in QuickBooks Online.

 

Keep me updated in the comments if you have any other questions. I'll be here to lend a hand.