How can I have the payment record have a custom field that is in the invoice?

I appreciate the very detailed information you've shared, @allison-pristine.

In QuickBooks Online (QBO), you're unable to add a custom field in the payment record.

However, you have the option to add up to 12 active custom fields for each type of form such as (sales forms, invoice, estimate, purchase order, expense forms, bill and so on), and each type of profile (customer and vendor).

Here's how:

1. Look for the Gear icon, then select Custom fields.
2. Select Add custom field. You'll see Add field instead since you've already created a field.
3. Enter the name of the custom field in the Name field.
4. Click the type of data in the Data type drop down that's in the custom field. Text and number, Number only, Date, or Dropdown list to enter the items in the list.
5. Select the category the custom filed belongs to: Customer, Transaction, Vendor, or Project. 
6. Select the forms where you want the custom field to appear. Note: To use custom fields in purchase orders, you need to turn on the purchase orders for your company first.
7. If you want customers or vendors to see the field on a form (such as invoices, estimates, or purchase orders), select Print on form. A maximum of 3 custom fields may have Print on form turned on for any single form type (such as Sales Receipt or Invoice).
8. Once done, hit Save.

Lastly, I've added these articles for you to be able to have some insights now that you have custom fields:

• Search and sort with customer fields
• Use custom fields for vendors and expenses
• Use custom fields in reports

If you still have any other queries managing your invoice payments, feel free to let us know by dropping a comment below. We're always here at any time. Have a good one!