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FredW2
February 3, 2021
Question

Custom Columns on Invoices

  • February 3, 2021
  • 1 reply
  • 0 views

I have customized an invoice template and have run out of usable columns that are associated with the template and would like to add another column that I can add heading the "Currency" to and in the column itself type USD per ton. Is this possible and if so, can you send me a link how to add an additional column. I have been playing with for the last 6 hours and have not found a solution. Thanks

1 reply

M
MaryAnn_E
February 3, 2021

Hi there, @FredW2.

 

You have the option to add a column to your invoice template. From there, manually enter the dates. 

 

Follow the steps below to add a column:

  1. Go to the Lists menu at the top, then select Templates. 
  2. Locate and double click the Invoice template you use when creating the invoice. 
  3. Tap the Additional Customization... button at the bottom. 
  4. In the Columns tab, put a check for Other 1 on the Screen and Print box. 
  5. Enter the Title you want to show on the invoice form, for example, Billing for Quarter. 
  6. Hit OK.

 

Once done, create an invoice and make sure to select the template you created. From there, it will show the additional column. 

 

Refer to this article for the details: Use and customize form templates.

 

In case you'll encounter issues when customizing templates, see this resource: Fix common issues when you use and customize templates.

 

Don't hesitate to get back to me if there's anything that I can help you with. Keep safe!

F
FredW2Author
February 4, 2021

Hey Mary Ann, I have already used the option “Other” that you’re speaking about above. Is there another way to add an additional column if “Other” has already been used? Thanks 

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