Skip to main content
C
cactus
January 7, 2020
Question

HELP with Custom Form Styles - Dynamic Fields

  • January 7, 2020
  • 1 reply
  • 0 views

Hello,

 

Where can I find a list of available/recognized dynamic field codes such as:

 

[Invoice No.]

[FullName]

etc.

 

I want to add to the invoice reminder email the ability to show open balance in the text along with the invoice number. [Balance] and [OpenBalance] dont do anything

 

Thanks,

 

    1 reply

    R
    RCV
    January 7, 2020

    Thanks for checking in with us. Let me provide some other options on how to customize your invoices, cactus.

     

    The option to show the open balance in the text along with the invoice number is unavailable. However, you can customize the invoice to show the Account summary. This gives you the current total account balance and all payments or credits on the customer's last invoice.

     

    For the steps and details, you can check out this article: Add an account summary to an invoice in QuickBooks Online.

     

    You can also add custom fields to the template and manually enter the opening and closing balance when creating an invoice. Just refer to this article for more details:

    How to add custom fields to invoices.

     

    If you have an invoice template from your DOCX template, you can import the custom from styles into QuickBooks Online (QBO). This helps reflect your brand identity into your sales forms.

     

    We have a link here that contains all the articles you need about managing customers' transactions and income: https://quickbooks.intuit.com/learn-support/manage-customers-and-income/misc/02/manage-customers-and-income-za?label=QuickBooks%20Online.

     

    Keep me in the loop if you need a hand with managing your invoices or any QBO related. I'll be here to help.

    M
    mot-alak
    May 30, 2020

    I have a similar question regrading using dynamic fields in recurring invoices

     

    I would like to add the following to the item description “Invoice for [invoice_month_name] [invoice_year]” so that the customer sees “Invoice for May 2020” except I cant find a list of the dynamic fields (if that's what they are called) that I can use.

    G
    GraceC
    May 30, 2020

    Hello there, @mot-alak.

     

     As mention by my colleague above, the option to display the open balance in the text along with the invoice number is unavailable in QuickBooks.

     

    Please know that our developers are constantly working and considering new functions to be added to the system. This way, we will be able to coincide with our customers' needs and demands.

     

    Also, you might want to check this article for reference in case you want to learn how to customize your invoice in QBO: Customise your invoices, quotes, and sales receipts in QuickBooks Online.

     

    Please know that I'm just a post away should you need anything else. Wishing you a wonderful day!

    Terms & ConditionsAccessibility statement