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Rob997
June 7, 2024
Question

Adding notes to invoices.

  • June 7, 2024
  • 1 reply
  • 0 views

Is there a way I can add a note to my  invoices detailing the dates I have worked? 

I’m a subcontractor so I work for various people sporadically. Is there a way I can add what dates I have worked, to save me having to send and individual invoice for every date I’ve worked? It would help keep track of what I have invoiced for. 

1 reply

J
jeanbiverly_
June 7, 2024

I'm pleased to assist you in adding notes to your invoices, @Rob997.

 

I can see that you've selected two products, QuickBooks Online (QBO) and QuickBooks Self-Employed (QBSE).

 

For QBO, you can add notes in different fields on your invoices. You can select the most suitable one to add the dates you've worked. These include:

 

  • Note to customer - for your client,
  • Internal customer notes (hidden) - for your personal notes about the client, and
  • Memo on statement (hidden) - which won't appear on your invoice but will show up on the statement.

 

To add the notes, simply open an invoice and scroll down to find the fields. Please refer to the attached screenshot for guidance.

 

 

In QBSE, you can use the Note to Customer field to add notes to your invoices. Open the invoice and scroll down to find this field. I've attached a screenshot as a reference.

 

 

Here are some informative articles that can help you manage your invoices better:

 

 

Feel free to leave a comment if you have any additional concerns about your invoices. I've got your back. Have a great day!

R
Rob997Author
June 7, 2024

Hi jeanbiverly, 

 

Thanks so much for getting back to me. I completely forgot to mention I’m doing all my invoicing from my phone and I can’t seem to find those fields you’ve mentioned. Sorry I’ve only just started using QuickBooks so I’m still getting my head round it! 

Clark_B
Clark_B
June 7, 2024

Thanks for getting back to the thread and providing an update on your concern, @Rob997.

 

Let me chime in and provide information about adding notes in different fields on your invoices.

 

To add notes for the dates you've worked in QuickBooks Online (QBO), make sure to turn on the service date in the Manage option and then select Customization to activate the service date feature on the web version or interface. Once you do this, it'll be reflected in your mobile app invoice interface.

 

You can also refer to the screenshot provided below for visual guidance:

 

 

Additionally, if you're referring to QuickBooks Self-Employed (QBSE), please note that the QBSE mobile app was discontinued and will no longer be available as of March 24, 2024.

 

Lastly, here's a helpful article for your reference about mobile app features that are supported on mobile devices: Compare mobile app features.

 

Please let me know if you have any follow-up questions about adding notes to invoices or anything else related to QuickBooks, @Rob997. I'll be more than happy to answer them. Take care!

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