Skip to main content
B
barton171-hotmai
February 16, 2022
Question

How do i write in the memo field (on invoices) so when i view the customer it shows?

  • February 16, 2022
  • 3 replies
  • 0 views
Original commenter did not share additional details

3 replies

G
GeorgiaC
February 16, 2022

Hi barton171-hotmai, thanks for joining the Community 🙂

 

You can edit this when creating an invoice on the web under the 'Message on invoice' field, or you can enter a default message on your invoice template by navigating to the Cog > Custom form styles > Edit > Content > Click the footer > See 'Message to customer on'.

paul72
paul72
February 17, 2022

Hi @barton171-hotmai 

 

When viewing the customer transaction list (Sales > Customers > Click on Customer to View), you should see a small cog symbol (settings) half way down the right side of the screen.

(on a PC - no idea if there's room on a phone/tablet screen)

 

Click on cog symbol & you can select the columns to view.

Make sure the Memo button is ticked.

You can then resize columns as required - but it should show the Memos from invoices & payments, etc.

 

Hope this helps.

B
barton171-hotmaiAuthor
February 17, 2022

Thank you for your reply.  The memo field is ticked as per your instructions, on the customer transaction list it is showing the memo column but on the invoice it isn't there for me to write in :(

paul72
paul72
February 17, 2022

You should have two boxes (bottom left) on Invoices, @barton171-hotmai 

Message on invoice & Message on statement (that's the Memo Field that will show on the customer view).
 
Are they not there?
    L
    LVolz22
    February 16, 2023

    If you have a Simple Start plan, Intuit has disabled that feature for you.

    Terms & ConditionsAccessibility statement