Skip to main content
A
Abs3
October 21, 2019
Question

I have a custom field in my invoice and I want to use it in my email template, any one got any ideas what I can use? the custom field is called CUSTOM-1is it [CUSTOM-1]

  • October 21, 2019
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

paul72
paul72
November 20, 2019

HI Abs3.

Did you get anywhere with this?

 

I tried a while back but nothing worked - [] were used on the other tags but only the most basic ones (invoice no. / company name) were populated.

A
Abs3Author
November 20, 2019

Nop, QB is totally useless at support and helping with this, we will move to Xero in 2020 anyways

M
MichaelZA
March 16, 2023

I think I will move on to Xero. Mapping <custom1> to Custom Field 1 always worked, but lot any longer, even files that worked before are not longer uploading and mapping.

E
EmmaM
November 20, 2019

Hello Abs3

 

We are sorry to hear about the customer service you have received.

 

Can we just confirm are referring to uploading a  custom template and wanting to map in the custom fields as long as you use the less than and greater than brackets around the section where information would be entered and then map the custom field in the mapping section that should upload.

 

If you are talking about the email that goes along with the invoice you send there is only the message to customers which you set a default message

 

Apologies if we are confusing the situation from your original post we want to make sure we have the correct understanding of what is happening.

 

 

Emma

 

paul72
paul72
November 20, 2019

I gave up too.  I simply download/email all invoices outside QBO - just like I did with QB Desktop (God, I miss QB Desktop!).

 

QBO emailing is very basic - admittedly, you get the open/read tracking but without full control of the bodytext it looks more like an advert for QB with your invoice attached.

 

I don't know how much more control you get in Xero.  I'm sure we trialled it before signing up for QBO but can't remember why we discounted it.  Lack of Invoice Custom Fields I think.

 

I may be well wide of the mark but it feels like QBO has made a play to capture the micro-small end of the market.  The features are there but there are certain things that don't quite cut the mustard for small-mid size businesses.

It's these things I wish they'd focus on getting right before adding things like Receipt Capture - but I guess it's all about bums-on-seats.

A
Abs3Author
November 20, 2019

Totally, I mean receipt capture is a pointless, there is many solutions out there already that do this. 

 

I give up, as it like talking to a wall in most cases.. 

 

Anyways, we live in hope or just simple vote with our money, and move to another provider.  Xero is looking like the best option so far.

J
jkaur101
February 27, 2021

I'm trying to upload a custom invoice with extra columns (splitting out quantities so a daily total is given of each item) but have struggled to do so.  Could someone help please - really vital for my business.

 

Custom invoice looks like this:

 

 

 

DESCRIPTION

 

 

MON

 

 

TUES

 

 

WED

 

 

THURS

 

 

FRI

 

 

SAT

 

 

SUN

 

 

TOTAL

 

 

UNIT PRICE (£)

 

 

TOTAL (£)

<Item>

<1>

<2>

<3>

<4>

<5>

<6>

<7>

<21>

<0.82>

<17.22>

<Item>

<1>

<2>

<3>

<4>

<5>

<6>

<7>

<21>

<0.82>

<17.22>

<Item>

<1>

<2>

<3>

<4>

<5>

<6>

<7>

<21>

<0.82>

<17.22>

<Item>

<1>

<2>

<3>

<4>

<5>

<6>

<7>

<21>

<0.82>

<17.22>

M
mv32
February 27, 2021

Hi @jkaur101.

 

Let's make sure that your Excel spreadsheet is ready and in a format that accepted by QuickBooks.

 

To ensure that the extra column on a custom invoice will show, you may need to review your template mapping before importing it into QuickBooks.

 

You can check these links in checking and ensuring your invoice fields are mapped correctly:

 

Alternatively, you can consider a third-party application to include a specific column and import the transactions.

 

Please don't hesitate to go back to this thread if you have other questions about importing invoices.

J
jkaur101
February 28, 2021

Hi

 

I messaged you yesterday on preparing a weekly invoice for all of the daily sales completed for each customer. 

 

I am basically looking to upload the following .docx document as a custom invoice to Quickbooks:

 

Company name

 

Company address

 

 

Company telephone

 

Company email

VAT registration number: xxxxxxxx

 

 

 Invoice <invoiceno>

 

INVOICE TO

DELIVERED TO

<Customername> 

<Customername> 

<billingaddress>

<shipping address>

<billingaddress>

<shippingaddress

INVOICE W/E DATE

<date>

DUE

<amountdue>

DUE DATE

<duedate>

 

 

 

 

 

DESCRIPTION

 

 

MON

 

 

TUES

 

 

WED

 

 

THURS

 

 

FRI

 

 

SAT

 

 

SUN

 

 

TOTAL

 

 

UNIT PRICE (£)

 

 

TOTAL (£)

<itemdescription>

qty

qty

qty

qty

qty

<qty>

<qty>

<amount>

<rate>

<subtotal>

Invoice total

<totalofnewcharges>

Balance bought forward

<accountsummaryamount>

Pre-payment / credit

<deposit>

TOTAL DUE

<amountdue>

THANK YOU.

PLEASE PAY BY BANK TRANSFER TO:  

 

 <terms>

 

 

LAST PAYMENT(S) RECEIVED

INVOICE NUMBER

    AMOUNT PAID

 DATE PAID

invoiceno

  amountpaid

accountsummarydate

 

PAYMENT REMITTANCE ADVICE

 

DATE

ACCOUNT SUMMARY

AMOUNT

<accountsummarydate>

Balance bought forward

<accountsummaryamount>

 

New charges (details above)

<totalofnewcharges>

 

Total amount due

<amountdue>

 

Amount paid

 

 

Date paid

 

 

Payment method

 

 

Is this possible? Or are there any third party tools that may help?  I really thought Quickbooks would be the answer but seems to have the same issue about creating custom columns as every other accounting system in the UK. 

Terms & ConditionsAccessibility statement