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August 29, 2023
Question

How do I add the order number on my invoice?

  • August 29, 2023
  • 1 reply
  • 0 views
I send the Quote to my customer then he send the order number If he award me the job. That order number must appear on the invoice.

1 reply

August 29, 2023

Hi there, Vusi. 

 

I'll provide details to help you add the order number to your invoices in QuickBooks Online (QBO).

 

In QBO, after converting your quotes to invoices, you can utilise the custom field to add an order number section on the form. However, please know that this report is exclusive to QBO Essentials and Plus subscriptions. Let me show you how: 

 

  1. Go to the Gear icon and select Custom fields.
  2. Tap the Add field or Add custom field if this is your first time creating one.
  3. Enter Order Number in the Name field.
  4. Select the All Sales forms.
  5. Click Save.

 

For more details about this feature, refer to this article: Add custom fields to sales forms in QuickBooks Online.

 

However, if you're subscribed to the Simple Start version, you'll want to upgrade your QBO subscription to utilise the custom field option. Otherwise, you can use the Message on invoice or the item's Description portion.

 

Moreover, you can personalise the appearance of your sales transactions by adding specific information to your invoices and other forms to make them more professional-looking.

 

I'm only a post away if you need additional guidance regarding adding order numbers to your invoices. I'll be right here to help you again. Have a great day!