Custom Field for receive payment

Yes. You can add custom fields for your sales forms in QuickBooks Online (QBO), @asdanonymous. I'm here to guide you through the process.

QuickBooks allows you to add a custom field for your invoices wherein you can affix a box to enter the amount of promise to pay. You can do this from the transaction page or through the Custom fields window.

Here's how: 

1. Select Invoice from the +New icon.
2. Tap on the Gear icon beside Help.
3. Click on the +Add custom field link.
4. Enter the Name.
5. Choose All Sales forms, then enable Print on form if you need to.
6. Hit Save.

Once done, go back to the invoice page, then enter the amount of promise to pay from there.

 I'm also adding this material for more hints while personalising your forms: Customise invoices, estimates, and sales receipts in QuickBooks Online.

On the other hand, being able to put in a dropdown menu on the Receive Payment window is not an option for now. I understand your interest in adding one to determine whether the payment is full or partial. While it's unavailable, I recommend sending a feature request directly to our product developers. This way, they can determine what enhancements and improvements are needed to make our product more effective and convenient for our users. 

Here's how:

1. Go to the Gear icon, then Feedback.
2. Enter your comments or product suggestions.
3. Tap Next to submit.

Once done, your valuable feedback goes to our Product Development team to help improve your QBO experience. You can track feature requests through the QuickBooks Online Feature Requests website.

I'm more than happy to lend a helping hand if you have follow-up questions about the steps I provided. Have a good one!

Greetings,

Can I add a custom field in the Customer Payment section of QuickBooks Desktop? I need to track the weekly payments from several customers. Thank you!

What a pleasure to have you here, @ToddG34292.

You can make custom fields in QuickBooks Desktop to record particular information about customers, vendors, employees, products, and services. 

Here's how:

1. Choose the Customer, Vendor, or Employee menus. Then select Customer Center, Vendor Center, or Employee Center.
2. Double-click any profile on the list to open and edit it.
3. Click the Additional Info tab. Then select Define Fields.
4. Name your custom field in the Label column.
5. In the Use for column, choose the checkbox to add the custom name field to customer, vendor, or employee profiles. You can track the same info for all three groups.
6. Click OK to save the custom field.

When you create a transaction, you can navigate to the Formatting tab. Then choose Customize Data Layout to personalize your sales form.

You can also review the following articles to help create custom fields and manage sales forms in QuickBooks Desktop:

• Create and use custom fields in QuickBooks Desktop.
• Use and customize form templates.

Let me know if there's anything else you need about customizing the form. I'll be around to help you. Take care and have a good one!

I have custom fields but need to receive payment for large deposits accounting for multiple invoices. Is there a way to see my custom fields on the "Receive Payment" section under New> Customer: Receive Payment. It only shows invoice number currently and we receive batch payments that only include custom field identifiers and its taking us a long time to research and then select. 

Hello, homebase1.

Thank you for contacting us. We apologize for the inconvenience, but unfortunately, it's not currently possible to view custom fields when receiving payment for multiple invoices with a large deposit in QuickBooks Online. However, you may view the required information by opening each transaction individually. Although this process may be time-consuming, it will ensure you have accurate data for your records. 
 

Please note that we understand the importance of having access to all necessary information in a timely and efficient manner. As such, we would be happy to assist you in finding a more streamlined alternative to this workaround. 

Furthermore, to optimize your experience with QBO, I recommend you take the time to provide detailed feedback to our product development team. Sharing your thoughts, concerns, and suggestions will help us better understand your needs and requirements and enable us to improve our platform to meet your expectations continuously. Whether it's a feature request, a bug report, or a general comment, your feedback is valuable to us and will help us shape the future of QBO. So please let us know what you think - we're always eager to hear from our users.

Here's how to send one:

1. Go to the Gear icon, then select Feedback.
2. Type in your comments or product suggestions.
3. Click Next to submit.

For additional reference in managing payments from your customer, feel free to visit this article: Record invoice payments in QuickBooks Online. 

Thank you for bringing this concern to our attention. If you have any further questions or require any additional assistance, please do not hesitate to let us know. I'm just a post away. Have a great day, and stay safe!