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August 12, 2024
Question

Change terms on invoices for payment

  • August 12, 2024
  • 1 reply
  • 0 views
I would like to have a "Custom" field added to the terms for invoicing as none of the options apply to my business.  I don't want to have to add a date timeframe so that this custom field would be blank in order to add a date of my choosing.

1 reply

MorganB
August 12, 2024

Thanks for joining us here in the Community, info-50fiftythea.

 

You've come to the right place for assistance. I'm happy to provide info about adding custom fields to invoices in QuickBooks Online.

 

You can create 3 custom fields on sales forms in QuickBooks Online Plus and Essentials. Here's how:

 

1. Go to Settings ⚙ and select Custom fields.
2. Select Add field. (Note: If this is your first time creating a custom field, select Add custom field.)
3. Enter a name in the Name field.
4. Select the All Sales forms or Purchase Order checkbox. Or, select both.
5. (Optional) To show the custom field on printed and delivered forms, turn on Print on form. Otherwise, it’ll only appear in QuickBooks Online.
6. Click Save.

 

The following article provides additional info about adding custom fields to sales forms and purchase orders in QuickBooks Online.

 

Please don't hesitate to drop a comment below if you have any other questions. I'll be here to lend a hand.