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M
matt-peterson-ai
June 24, 2024
Question

Is there a way to add the employees name to the customer invoice?

  • June 24, 2024
  • 1 reply
  • 0 views
I am looking to add the employee name to our customer invoices. We do consulting work and our customers like to see the employee name on the line items in the invoice. I've been manually adding the employee in the notes field, but would want to pull that info over for each line item.

1 reply

JoesemM
JoesemM
June 24, 2024

The option to add an employee's name to your customer invoices is unavailable, matt-peterson. I'm here to assist you in sending feedback request.

 

We greatly appreciate your feedback and suggestions regarding our products. To provide a convenient way for you to share your comments and requests for new features, we have established a platform that connects directly to our product engineering team.

 

Here's how:

 

  1. Go to the Gear or Settings icon and select Feedback.
  2. Enter your comments or product suggestions.
  3. Click Next to submit feedback.

 

Our team will receive your feedback directly to enhance your overall experience with the QBO. You can track all suggestions submitted through this channel: QuickBooks Online Feature Requests.

 

For now, you can continue to add the employee's information in the notes field. Please note that this feature is limited for each line item at the moment. For more details on managing customer information, you can refer to this article: Add and manage customers in QuickBooks Online

 

I'll also share articles that can help you learn how to customize your sales forms and accept online payments in QuickBooks:

 

 

Feel free to reach out if you need more help managing customer information and transactions. I'm here to assist you. Have a wonderful day!

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