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C
CFirth
July 23, 2019
Question

Customising Invoice Template

  • July 23, 2019
  • 1 reply
  • 0 views

I have already imported a custom template for my invoice which works well. However, I would like to add a further column with 'per unit' information. For example, this column would tell the customer how many screws are in the packet they are purchasing 'Qty = 1' 'Per Unit = 500'.

Is this possible?

1 reply

P
payment after leaving
July 23, 2019


Hi CFirth

 

You can add custom fields on your invoice within QuickBooks if you have a plus product create a new invoice > small opaque gear cog icon in the top right hand corner of the screen to the right of the question mark icon >  +Add another field > enter a name.

You would then have to edit the invoice template you created to include the additional field and re-import and re-map it.

C
CFirthAuthor
July 23, 2019

Thank you for the reply. Unfortunately I have already used the 3 custom fields that are available to Advice Note No., Customer Order No. and Sales Rep Name. Is there anyway of getting around it?

G
GeorgiaC
July 23, 2019

Hey CFirth,

 

Unfortunately three is the maximum number of custom fields you are able to apply to a sales form. For further customization options please leave feedback by going to the Gear icon > Feedback :) 

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