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M
menworkingco-gma
January 23, 2024
Question

Can the invoice template be customized so that there is a Billing Address box and a Project Address box (vs. Shipping Address)?

  • January 23, 2024
  • 1 reply
  • 0 views
We are a service company so we don't ship items. It is important that the project address be displayed. In QB Desktop I was able to change the box to Project Address but QBO doesn't seem to let me do that which is presenting a problem.

1 reply

Nicole_N
Nicole_N
January 24, 2024

Hi, menworkingco. I can help you add a Project Address box to your invoices in QuickBooks Online (QBO). 

 

Changing the Shipping Address to a different name isn't possible in customizing an invoice template. We can, however, utilize the Custom field feature to add a Project Address box. Please note that this feature is only available for QBO Essentials, Plus, and Advanced. Otherwise, you can consider upgrading your subscription to utilize this and apply it to your sales forms. Here's how:
 

  1. From the Cog Wheel, select Custom form styles. 
  2. Choose the invoice template and click Edit.
  3. From the Content section, tap the Header.
  4. Scroll down to see the Manage custom fields and click on it.


     
  5. Select Add custom field. If you’ve already created a field, you’ll see Add field instead.
  6. Enter the name of the custom field in the Name field. Example: Project Address
  7. Choose the type of data in the Data type ▼ dropdown that will go in your custom field. Then, choose a category.
  8. Make sure to put a checkmark on the invoice box, then toggle Print on form if you want. 


     
  9. Press Save once done. 


Refer to this article for more information: Create and edit custom fields in QuickBooks Online Advanced.


I'm adding these articles to learn more about invoices and how to manage invoice payments:  

 


You can always get back to us if you have follow-up questions about managing invoices in QBO. I'd be more than willing to lend you a hand. 

M
menworkingco-gmaAuthor
January 24, 2024

Nicole,

You have been, by far, the most helpful of all the people I have communicated with about this issue so I thank you. I have QBO Essentials which you listed as a subscription level that allows the customizing you're referring to. When I go to Manage Custom Fields, there is not a Data Type drop down box. I think you're suggestion would be a great solution but I don't have that option. I am wondering if there is a glitch somewhere because I have made several changes to the invoice, saved them and then not have them apply. 

Also, I had a really hard time getting back to my question. Is there a place in QBO that shows this conversation so I can easily reply to it? If so, where do I go?

Thank you again Nicole. You're help is greatly appreciated.

S
SheandL
January 24, 2024

Hello there, @menworking. 

 

I can share details about why you're unable to access the Data type dropdown using QuickBooks Online Essential to customize your invoice template. Although you can use the Custom Fields in your account, the Data type dropdown is only accessible using the QBO Advance version. If you want to use this, I recommend upgrading your account subscription to utilize this functionality seamlessly. 

 

For reference to the information above, you can check out this article: Create and edit custom fields in QuickBooks Online Advanced.

 

To know more about what you can create using custom fields in QBO Plus and Essential, visit this article: Add custom fields to sales forms and purchase orders in QuickBooks Online.

 

Regarding your second question, the only place you can converse with us is through the Community forum since QBO is used mainly for business accounting. Also, you'll get notified via email once someone replies to your post. 

 

You can also check this article if you want to record customer-based payments: Record invoice payments in QuickBooks Online.

 

Please don't hesitate to get back to us if you have other concerns regarding custom fields in QBO. The Community forum is always here to assist you.

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