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July 21, 2022
Question

How to add the invoice's memo text field to custom template so it will print out.

  • July 21, 2022
  • 1 reply
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 I can use the memo field on the invoice but I can't get the memo text to print on the invoice.  When I go into customization and the layout designer it doesn't give me an option to add the memo field.  Any suggestions on how to get the text in the memo field on the invoice to print on the invoice?

1 reply

July 21, 2022

Good day, @dbullough.

 

The option to add the invoice's memo text field to the layout designer is unavailable in QuickBooks Desktop (QBDT). Having this feature especially when printing invoices would be a great idea to be added to the program. Therefore, I'll take note of this as a suggestion. 

 

On the other hand, you can send feedback to our product developers. That way, they can review your suggestions and most likely include it in future updates. 

 

  1. Click the Help menu and select Send Feedback Online.
  2. Choose Product Suggestion, then enter the details of your concern.
  3. Select Send Feedback and click Close Window.

 

As a workaround, you can create a custom memo field for your invoice. Then, use it to print your memo details on your sales. Here's how:

  1. Go to the Customer menu and select Customer Center.
  2. Double-click any profile on the list to open and edit it.
  3. Select the Additional Info tab and click Define Fields.
  4. Name your custom field as "memo" in the Label column.
  5. In the Use for column, select the checkbox to add the custom name field to customer, vendor, or employee profiles. You can track the same info for all three groups.
  6. Click OK to close the Custom Fields for Names window, and save your changes. 

 

Once done, you can now this field to your customized template. Let me show you how:

 

  1. Go to Lists and select Templates.
  2. Click your sales template, then select Additional Customization.
  3. Look for the memo field that you've created in the Header section, then check its Screen and Print check boxes.
  4. Click Continue and select OK to save your customization.

 

The new memo field should now reflect on your invoice screen once record a transaction. Just make sure to use the correct template when recording your sale. This way, it would show on your printed invoices. 

 

In case you need related resources while working with QuickBooks, please feel free to skim through the topics from our help articles.

 

Please let me know if you have any other printing concerns in QuickBooks. I'm always here to help you out. Have a good one.