Hi all ... QB On-line user newbie ... 2 separate questions (though I suspect the answers may be related): When setting up a new customer, I can see the fields for Company and Contact Name, and the company address fields. However, I cannot find a field, linked to the Contact Name for their Job Title. I have got around this by putting their job title in the first line of the address ... but obviously, if the contact name changes, I will need to remember to remove the old contact's Job title form the address field. Is there an easy way of linking a Job Title field to the Contact Name field. I occasionally need to add a Customer's PO number to my Sales Invoice. I have created my custom invoice form, but have not been able to spot a field for Customer PO. Again, I have got around this issue by typing the PO number in the Description Field, once the invoice is generated, but an automatic process would be better. Any hep on both would be appreciated. Jon1

J

Jon 1

Solved

Adding a PO Number field to invoice / Position title to customer invoice

Forum|Forum|6 years ago
November 14, 2019
1 reply
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Hi all ...

QB On-line user newbie ...

2 separate questions (though I suspect the answers may be related):

When setting up a new customer, I can see the fields for Company and Contact Name, and the company address fields. However, I cannot find a field, linked to the Contact Name for their Job Title. I have got around this by putting their job title in the first line of the address ... but obviously, if the contact name changes, I will need to remember to remove the old contact's Job title form the address field. Is there an easy way of linking a Job Title field to the Contact Name field.
I occasionally need to add a Customer's PO number to my Sales Invoice. I have created my custom invoice form, but have not been able to spot a field for Customer PO. Again, I have got around this issue by typing the PO number in the Description Field, once the invoice is generated, but an automatic process would be better.

Any hep on both would be appreciated.

Jon1

QuickBooks Online

Best answer by payment after leaving

Hi Jon 1

There is not a field within the customer information to be able to add a Job Title to the customer and as you have discovered you will have to use a work around.

Similarly, if you have the Plus product you will be able to create an additional field on the invoice to include a PO number, if you do not have a Plus product you will have to use a work around as you have done.

P

payment after leavingAnswer

Hi Jon 1

There is not a field within the customer information to be able to add a Job Title to the customer and as you have discovered you will have to use a work around.

Similarly, if you have the Plus product you will be able to create an additional field on the invoice to include a PO number, if you do not have a Plus product you will have to use a work around as you have done.

J

Jon 1Author

Many thanks for your quick response ... and I guess work arounds are the way to go.

I kinda understand the PO point - not many small businesses need to add PO to the sales invoices. However, I think not having a field for Job Title is pretty poor show - it is only common courtesy to address any correspondence appropriately.

Shame.

j

JamesC

Hey Jon,

Regarding your work arounds - Please correct me if i have misread it - Have you attempted to Create a Custom Field to the invoice template itself; which you can then rename the heading of in the custom style? You can do this on our Essentials Package - I'm not sure which package you are on?

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