Can we add items on our invoice: project, job# and PO #

Hello there, kcastellana.

Yes, you can include the Job and Purchase Order (PO) number when creating an invoice within your projects, and you can also customize your invoices. I can provide further information on this.

Before we begin, ensure you have a custom field for your job and a PO number. Afterward, you can create a custom form-style template for your invoices and other sales forms.

Kindly follow these steps:

Step 1: Create a Custom Field for the Job and PO number

1. Go to the Gear icon at the upper right corner and choose Custom fields.
2. Click the Add field, then fill out the Name field.
3. Tick the All Sales forms. You can also toggle on the Print on the form.
4. Press Save.

Step 2: Make your Custom Form Style

1. Go to the Gear icon at the upper right corner and choose Custom Form Style.
2. Click the New style dropdown, then press the Invoice option.
3. Enter the title of your custom form style, then modify other things according to your preference.
4. Once done, press Done.

Step 3: Enter the job and PO number to your invoice

1. Go to the +New icon, then choose the Invoice option.
2. Within the Customer dropdown, enter the name of the project.
3. You can now enter the PO and Job number within their corresponding field.
4. Fill out the Product or service section.
5. Once done, you can now click Save or Save and close.

You can also learn more about managing projects in QuickBooks Online to track your project’s profitability.

Furthermore, you can record an invoice payment when a customer pays you.

If you need further help as you add certain transactions to your project, you can utilize the comment section for us to assist you.