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windyl0u
April 8, 2025
Question

How can I add customer type to invoice screen in Quickbooks Desktop ProPlus?

  • April 8, 2025
  • 1 reply
  • 0 views

Different customer types get specific discounts. As of now, I have to go into each customers info to check their type while creating invoices to see which type they are. I've seen articles stating that it's an option to add the type to the invoice customization, however I do not have that option. It's such a waste to have to go into each customers info while trying to bill 20 different people. It's not even an option to add to the customer summary tab that's opened next to the invoice. It seems like such a simple task, I can't understand why it's not an option. You would think customer type would be important. 

    1 reply

    FishingForAnswers
    FishingForAnswers
    April 8, 2025

    @windyl0u  There is a way to populate the Notes section of the Customer Summary Tab, at least.

     

    To do this, you first need to open the Customer Center and click on the Customer you want to update the Notes for.

     

    Second, click on the Notes tab. It is located beneath their Customer Information section in the Customer Center, second from the right.

     

    Third, click on the Manage Notes button at the bottom, then Add New from the resulting menu.

     

    Fourth, type your note, perhaps Customer Type 1, and click the OK button.

     

    Now, whenever you open an invoice and populate the Customer in question, it'll bring forward that Note to the Customer Summary tab to the right of the invoice.

     

    It would, of course, be better if they added the Customer Type field directly to the invoices, but I wouldn't hold my breath.

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    windyl0uAuthor
    April 8, 2025

    Right, I have that for something else needed while invoicing. However, I did find a workaround. You can create a custom field on the same tab in the customers info and call it type, then Put the customer type in it. Then that shows up as an option in the invoice customization. Which makes no sense, but it works. Now i just have to go into all 800 customers and do this. 

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