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Anonymous
January 4, 2019
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Custom Invoice - add field for Billing Time Period

  • January 4, 2019
  • 1 reply
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Greetings.  We have a need to add a 'Billing Time Period' field to our invoices.  As an example, the displayed field would indicate 'December 12th to date.'  That field would be manually entered.  Is there a way to achieve this?  Thank you, Scott

Best answer by Rasa-LilaM

Hey there, buldog1.


I appreciate your quick response, especially for the screenshot you’ve shared with us. Let me share some information about adding the billing time period.


After adding the field, it will now show on the invoice. Since you have a customized time period, you’ll manually enter the date each time you create the transaction.


Stay in touch if you have additional questions about QuickBooks. I’ll be happy to assist you further. Have a great day ahead.

 

1 reply

PreciousB
PreciousB
January 4, 2019

It's good to have you here in the Community, Scott.

 

Greats news! QuickBooks Desktop for Mac has a way to add custom field on an invoice template.

 

Please follow the steps I've laid out below:

  1. Choose Customers at the top, then select Create Invoices.
  2. Click Customize to open Layout Designer (refer to the first screenshot).
  3. In the Layout Designer Fields window, rename the desired custom field to "Billing Time Period" (refer to the second screenshot).
  4. To remove the field, clear the check boxes next to the custom field name.
  5. Save the invoice template.

 

You can check out the QuickBooks for Mac 2019 User's Guide for the detailed steps. Just press Command and F, then enter "custom field" to locate the section.

 

Please keep me posted. I’ll be here if you have any questions about QuickBooks Desktop for Mac. Enjoy your weekend.

A
Anonymous
January 5, 2019

Hi 

 

R
Rasa-LilaMAnswer
January 5, 2019

Hey there, buldog1.


I appreciate your quick response, especially for the screenshot you’ve shared with us. Let me share some information about adding the billing time period.


After adding the field, it will now show on the invoice. Since you have a customized time period, you’ll manually enter the date each time you create the transaction.


Stay in touch if you have additional questions about QuickBooks. I’ll be happy to assist you further. Have a great day ahead.

 

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