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August 20, 2020
Question

The column "Memo" in All Sales listing does not appear on the invoice. I would like to populate that cell so I can see the desired information from the summary page.

  • August 20, 2020
  • 1 reply
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1 reply

AddieC
August 20, 2020

Hi nicole41, 

 

I know how important it is to make your sales forms customized and designed the way you'd like. QuickBooks Online makes this simple by offering different formats, as well as the ability to display the information as needed. If you're looking for a spot to enter a Memo on your sales forms, I'd be happy to explain how you can do that. 

 

When you go to create an invoice or sales receipt, you'll see two options at the bottom of the screen: Message Displayed on Invoice/Sales Receipt, and Message Displayed on Statement. 

 

The first box, Message Displayed on Invoice/Sales Receipt, will be visible to your customers. The second box, Message Displayed on Statement, will show up as the form's description when you send a customer statement. 

 

You can also add a separate Memo column to appear on your invoice/sales receipt by clicking the small Gear icon, then checking off the box next to a custom field (you can call it Memo). 

 

I hope this helps get you back on track. If you've got any other questions, or if I've missed the mark with my response, please reach out to our tech support team so an agent can take it from here. 

Cheers.