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coronaguy33
June 22, 2020
Question

How can we add additional info to an estimate/work order/invoice?

  • June 22, 2020
  • 1 reply
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We are a small family owned and operated RV repair business, using quickbooks intuit online for our estimates, work orders and invoices. Besides name and address etc. we've tried to add information from our customers regarding the RV type, model, year and Vin #, but the program does not allow us to do this. Is there perhaps another program we could use, similar to what garages might be using?

1 reply

AddieC
AddieC
June 22, 2020

Hi there, 


Customizing the look and feel of your invoices and estimates can make all the difference in your business branding. The great thing about QuickBooks Online is that you can add custom fields to your sales forms if you don't see an appropriate one readily available. I'd be happy to explain how you can do this in just a few steps. 

 

Here's what you'll do: 

  1. Select Settings ⚙️.
  2. Select Account and Settings.
  3. Select Sales under Accounts and Settings, then go to the Sales form content section.
  4. Select the pencil icon in that section.
  5. Enter a Name into each dialogue box beneath the heading Custom fields and select whether you want the field to be internal (only displayed in QuickBooks), or public (displayed in QuickBooks and displayed/printed on sales forms).
  6. Select Save and then Done. These fields will now appear on your sales forms.

For more information on this process, check out this awesome Community article: How to add custom fields to invoices.

 

When you create your invoice, you'll now see new fields for RV Type, Model, Year and Vin #. Simply type the information in those custom fields and you'll see the information neatly displayed at the top of your sales forms.

 

I hope this helps get you back on track.


Have a great day.

 

 

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