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M
MoiraAMWS
July 16, 2020
Question

Internal only notes on invoices about cost of product and code for future invoices (not for customers access)

  • July 16, 2020
  • 1 reply
  • 0 views

Internal only note for customer Invoice

hi can I keep an internal only note or record about a product that was sold to a customer on the old invoice and they can’t see it or read it. This way I can look back to find the wholesale product Code and price for future work which the customer won’t see!

thank you Or is there a better way to do this? 

    1 reply

    K
    Kass_B - Product Champion
    July 16, 2020

    Hi MoiraAMWS,

     

    If you use QuickBooks Plus or Essentials, you can use custom fields on the invoice and select whether they are public (ie customer facing) or internal only:

     

    1. Go to the Settings icon and select Account and Settings.
    2. Select the Sales menu and click into the section 'Sales form content'.
    3. Locate the Custom Fields section and enable it. Give the field a name and select Internal only, then Save and Done.

    Now when you create an invoice, you will see this custom field and can put in the reference number, code or so on and it will only be visible to you.

     

    - Kass

    M
    MoiraAMWSAuthor
    July 16, 2020

    Hi Mass Thank you. What about quickbooks online?

     

    K
    Ken - Product Champion
    July 16, 2020

    Hello Moira,

     

    Thank you for your reply. 

     

    QuickBooks Online is our product, but there are a few different subscription levels available within it - Simple Start, Essentials and Plus. 

     

    The process that Kass outlined will allow you to add a custom field, which you could then use for internal notes.

     

    Those steps will work for the QuickBooks Online - Essentials and Plus.

     

    - Ken

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