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brucemurchie
July 8, 2023
Question

Invoice Formatting

  • July 8, 2023
  • 1 reply
  • 0 views

When using On-line QuickBooks, I have a reason to use a custom field. Nice but I have no control where the field is displayed on the invoice page.

Seems to me that online invoice formatting is at version 101 where as desktop offered and had done a far more mature solution for invoice layout.

1 reply

R
RCV
July 8, 2023

Hi there, brucemurchie.

 

The option where you want to appear the custom field in the sales forms is unavailable in QuickBooks Online (QBO). If you are using QBO Plus and Essentials, you can only create 3 custom fields for sales forms and create up to 3 more custom fields for purchase orders. To use custom fields on purchase orders, you’ll first need to turn on the purchase orders setting. This option isn’t available for Essentials. Here's how: 

 

  1. Go to the Gear icon on the top menu and select Custom fields.
  2. Tap Add field. If this is your first time creating a custom field, click Add custom field.
  3. Enter a name in the Name field.
  4. Choose the All Sales forms or Purchase Order checkbox or, select both.
  5. To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
  6. Press Save.

 

You can check out this article for the steps and details: Add custom fields to sales forms and purchase orders in QuickBooks Online. If you use QuickBooks Online Advanced, here's how to add and manage custom fields.

 

Next, you can follow this page for your guide on creating a new custom form style on your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online. If you need to run reports of all your invoices, read this article: Customise reports in QuickBooks Online. It includes instructions on how to share custom reports and automate one.

 

Let me know if you'd like to do something else with your invoice format. If you need to run some other reports or make some entries, add the details below and we'll work something out. 

B
brucemurchieAuthor
July 9, 2023

Thanks for the reply, but the issue remains.

 

To get an invoice paid, the PRIMARY requirement is that the customers order number is displayed. There is no provision for order numbers in the invoice formatting. That is why the poorly offered customised field is used.

 

No order number, the invoice does NOT get processed.

C
ChristieAnn 11
July 9, 2023

I appreciate you for coming back to the thread and adding extra details about your concern with invoice formatting, brucemurchie. I'll ensure you can send feedback so your suggestion is forwarded to the Product Development Team. 

 

Since the option to display the details you need or where the field is displayed is unavailable, I encourage you to go to the Apps menu inside QuickBooks Online. From there, you're able to see different software to connect, and will allow you to appear in the custom field everywhere you want in the sales forms. 

 

Here's how:

 

  1. Click Apps in the left navigation menu.
  2. Click the Browse Category drop-down menu and select Sync Data.
  3. Select the app you want to integrate.
  4. Click Get App Now and complete the following on-screen instructions.

 

Also, I recommend sending feedback so that you can request the ability to have the option to add customers' order numbers or have control over where the field is shown in the invoice formatting.

 

Here's how:

 

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

 

Once done, your recommendation is sent to our engineers for consideration in future updates.

 

Lastly, you can open this article if you need help viewing the status of your sales transaction in QBO: View sales transactions in QuickBooks Online.

 

Let me know if you have other questions about customizing sales forms in QBO. I’ll be around ready to help you out, brucemurchie. Keep safe.

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