Add custom field to invoice below amount due

Clintonious_AC · ‎September 20, 2022

My goal is as follows:

generate an invoice in our native currency
show the total in that native currency
show a line below that the approved wire currency
show the amount due now (based on a percentage)

Example:

Why? Two reasons; international currencies with the need to show both our native and another approved currency, and payment terms that are split into 50% due now and the rest in 30 days.
Our agreed pricing program with clients is in our native currency. So we want to generate our invoices in our native currency. Some of our clients are not able to generate wire transfers in our native currency (NTD), they need to pay with another approved currency like USD. We need to show them the invoice in our native currency so they know we are not messing with prices, and then show them the total they need to pay in the other currency. This is super easy in Excel. Not so easy so far here.

Also, our terms are 50% due now and 50% due in 30 days. The current invoice templates don't provide a place to show how much is due now and how much is due later. I can put the 50-50 details in the custom comments. However, they don't show how much that initial amount is.

Other thoughts:
We aren't integrating Quickbooks with our bank account so this won't affect any bank transactions. We can hand enter how much was paid and convert if needed ourselves.

We don't want to use multi-currency as that changes the whole invoice to the client's currency.

Thoughts?

MichelleBh · ‎September 20, 2022

Thank you for providing the full context for your concern, @Clintonious_AC.

Using a personalized invoice template in QuickBooks Online is an excellent way to enhance the system. We're always looking for ways to make your QuickBooks experience more convenient and enjoyable.

I'd appreciate it if you could take a moment to provide feedback to our product engineers. Thus, they will notify and review your suggestions to consider adding them in future releases.

Proceed to:

Go to the Gear icon on the upper right hand.
Select the Feedback button.
Type your suggestions in the field and click Next.

Many of the program's current features, as well as upcoming ones, are based on requests and feedback from users. QuickBooks also has a website where you can vote, comment on ideas, and suggest your own: Customer Feedback for QuickBooks.

The specific details you can customize on an invoice template can be found in this article: Customise invoices, estimates, and sales receipts in QuickBooks Online.

Did you know that QuickBooks allows you to import your own templates? For more details, see this article: Import custom form styles for invoices or estimates. Please be aware that only old QuickBooks Online accounts (those created before June 29, 2021) can use this functionality.

Lastly, browse these articles below to know the benefits of using QuickBooks multicurrency feature and custom fields:

You can always reply here if you have any additional inquiries about invoicing or other subjects. I'll get back to you right away and lay out the specifics. Be safe.