Rasa-LilaM
QuickBooks Team
QuickBooks Team
‎February 25, 2020 08:57 AM

Manage Customers and Income

Thanks for joining on this thread, @MLH114.


To ensure I can provide a timely resolution, I need more details about your concern? Are you referring to a custom field on an invoice or to a bill?


If it’s for an invoice, let’s go to the Custom Form Styles page to add it. Here’s how:

 

  1. Go to the Gear icon at the top and select Custom form styles page to view the All lists page.
  2. From there, choose the invoice you’re working on and then hit the Edit link to access the Content tab.
    cs.png
  3. Another page will open where you can click the template’s header.
    cs1.png
  4. This action will show the Custom field link.
  5. Click on it to add another field box and then type in the name.
  6. Press Done menu button to view the changes.

However, if this for a bill, the functionality to customize it is unavailable at this time. As mentioned by my peers, we’ll send feedback about this feature for consideration in a future enhancement.


To keep in the loop for the latest news and product releases, I invite you to visit the QuickBooks Resource Centre. You’ll also see articles to help manage the business efficiently.


If there’s anything else I can help you with, click the Reply button and post a comment. I’ll get back to assist further. Have a good one.

Reply