Add custom fields to BILL template.This feature is missing and I did make a request t have this field added.Lets ask the team to add this feature like Desktop version

Hi,

We can add custom fields to a PO, but not on a Bill.

Any update on this request?

Hopefully its moving.

Thanks for joining on this thread, @MLH114.

To ensure I can provide a timely resolution, I need more details about your concern? Are you referring to a custom field on an invoice or to a bill?

If it’s for an invoice, let’s go to the Custom Form Styles page to add it. Here’s how:

1. Go to the Gear icon at the top and select Custom form styles page to view the All lists page.
2. From there, choose the invoice you’re working on and then hit the Edit link to access the Content tab.
   
3. Another page will open where you can click the template’s header.
   
4. This action will show the Custom field link.
5. Click on it to add another field box and then type in the name.
6. Press Done menu button to view the changes.

However, if this for a bill, the functionality to customize it is unavailable at this time. As mentioned by my peers, we’ll send feedback about this feature for consideration in a future enhancement.

To keep in the loop for the latest news and product releases, I invite you to visit the QuickBooks Resource Centre. You’ll also see articles to help manage the business efficiently.

If there’s anything else I can help you with, click the Reply button and post a comment. I’ll get back to assist further. Have a good one.

Hi Lumiousacct,

Ideally, the process of making a payment of your bills in Quickbooks Online (QBO) is by clicking the Pay bills online drop-down list. Are you trying to make partial payments for your bills? You'll want to, select the Make payment option to enter a partial amount for your payment. Let me walk you through the steps.

1. Go to the Expenses tab, locate for the transaction.
2. Click the Pay bills online drop-down arrow, then select Make payment.
3. Enter an amount under the Payment column.
4. Click Save and close.

Also, you'll have to add new items in your transaction so it would reflect it in your reports. You can also run and customise reports based on how you want it to show: Customise Reports In QuickBooks Online.

Let me know if you're referring to something else. I'll always be around to help.

I'll help you add the Project ID in your bill template, @Lumiousacct.

The option to create a bill template that you can use when paying a vendor is unavailable in QuickBooks Online (QBO). However, you can use the Memo section to add the Project ID manually. 

If you're referring to a bill template that you can use when sending an invoice, we can customize your invoice and add another custom field for Project ID. Let me show you how:

1. Click the Gear icon and select Custom Form Styles.
2. Choose the invoice template that you wanted to edit, then go to the Content section.
3. Click the Pencil icon on the upper section of the invoice template.
4. Select the Custom field in the lower section of the page.
5. Enter Project ID, then make sure the box is selected.
6. Click Done.

Once done, you can now create an invoice and manually add the Project ID details. You can also open an Invoice List report and customize it to view the Project ID. Here's how:

1. Go to Reports and search for the Invoice List report.
2. Click Customize and select Filter.
3. Check the Project ID box and click Run report.

That's it! Please let me know if there's anything else I can do to be of assistance. Stay safe.

I can see how you want a field to be added to a bill. To make sure we can do this, I'm here to provide you with some information and guide you on how, kmepeco.

For now, the ability to add custom fields to bills is unavailable. In the meantime, you can continue using the memo field to add any useful information about your transaction. You'll want to go to our Customer Feedback page to check if a request has already been submitted. If not, you can send feedback to let our product team know how this feature helps your business.  Normally, implementing these requests will depend on the number of votes that we received. 

Furthermore, QuickBooks Online provides you the tools to create attractive, professional-looking invoices, estimates, and sales receipts. Learn how to customise the appearance and layout of your sales forms. I've added this article for your guide: Customise Invoices, Estimates, and Sales Receipts In QuickBooks Online.

Moreover, if you've already paid for a business expense, follow this article on how you can record payments toward a bill. Please check out this article: Enter Bills and Record Bill Payments In QuickBooks Online.

Feel free to let me know if you have any questions about a bill template. I'll be right here to assist. 

Thanks for joining this thread and allowing us to help you with this billing concern, @mosibk.

Before anything else, can you please confirm if you're using QuickBooks Online or Desktop? This will help me find more options for you.

If you're using QuickBooks Online, the option to customize bill templates is not yet available in the system. Only sales forms templates can be edited for now. 

For now, you can use third-party billing solutions that allows modifying templates for QBO entries. Visit this page to find apps that works for you: https://quickbooks.intuit.com/app/apps/home/

Please know that the changes in the program are released based on several factors, so we welcome product suggestions to help improve our products and services. We're unable to provide the turnaround time on when new features are released in QuickBooks since they are handled by the Developers Team.

While the feature you're looking for is not yet available in the program, I encourage you to add a product suggestion for our developers.

We wanted to learn more about your business needs. Please share your feedback in QuickBooks through these steps:

1. Click the Gear icon and choose Feedback.
2. Enter your suggestion for our engineers on the Feedback box.
3. Once done, press Next to send it.

If you're using QuickBooks Desktop 2022, you have the option to customize bill payment stubs but not bills. You can do that by going to the Lists menu and select Templates. Just like QuickBooks Online, you can find third-party apps to do what you want. Visit this link for QBDT App Center: https://desktop.apps.com/home

To be updated with the recent and upcoming changes for all our QuickBooks products, visit these sites:

• QuickBooks New Features and Innovations (QBDT and QBO)
• What's New in QBO?

Visit us again if there's anything else I can assist you with the billing features in QuickBooks Online. I'll be glad to help. Have a good one.

I can see how difficult this has been, @eb31. I know how beneficial it is to have an option to add custom fields to the bill template in QuickBooks Desktop (QBDT). And I'm here to provide information about this.

In QBDT, you can only create custom fields for the name lists in your company (customer, vendor, employee), product, and service details. Then, later add it to your sales forms and reports. The option to add one to a bill template is currently unavailable.

As a workaround, you can use the Memo and Description fields to add additional details in the Bill form. Please refer to the screenshot for visual reference: 

On the other hand, you can use third-party apps that help you customise the bill template. For a list of QBDT compatible apps, feel free to visit this site: Apps for QuickBooks Desktop. 

I also recommend visiting our Firm of the Future page to be aware of updates and recent news about the program. 

If you have additional questions about this, please add a comment below. I'd be glad to chime in and provide answers to help. Have a great week ahead and take care. 

Thanks for joining this thread, @hjfa-lw.

At this moment, the option to add custom fields to the bill template is unavailable in QuickBooks Online. I recognize how convenient this feature is in managing vendor forms. You may consider using the memo or description field as a workaround to enter the needed info.

QuickBooks developers always search for ways to improve user experience by promoting helpful and efficient features and functionalities to streamline processes that suit your business needs. By this, I recommend sending feedback so they can determine what features to be added for future enhancements.

Here’s how:

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

In case you want to know our latest news and updates this October 2022, feel free to visit our Firm of the future page. This provides more information on all incoming and current events.

Please don’t hesitate to reach back out if you have any other questions or concerns besides adding a custom field in bill templates. The Community team is always here to help. Take care!