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April 16, 2020
Question

Hi there, I would be grateful for any advice on how to add essential payment details to the invoices? There appears no way to do this, either on the app or online. Thx

  • April 16, 2020
  • 1 reply
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1 reply

April 16, 2020

Hello @tom102,

 

You'll want to enter them manually as a workaround. Let me guide you how.

  1. Go to Gear, then Custom Form Styles.
  2. Edit your invoice template. Then, choose the Content tab.
  3. Click the header part of the invoice and scroll down towards the +Custom field.
  4. Mark the box and enter your subject (Example: Payment Details).
  5. Hit Done.

Once done, you'll see a field in your invoice for your payment details. You can then manually enter them whenever you're ready.

 

Please refer to this awesome article for more information about: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

Feel free to also check our page for more tips and recommendations. Here's the link: Manage Customers and Income.

 

That'll do it. Please know that we're always here if you have other questions or concerns about QuickBooks. Don't hesitate to reach out. Thanks for posting. Cheers!