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Adding a Second Date Field
Hi there! I'm wondering if it's possible to add a second searchable date field to our invoices. We currently use the date function for the date the invoice is made (and would like to keep that), but would like a second date field for the date the invoice is due (which will be different for each invoice). We need both to be searchable fields! Thanks!
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Other Questions
Hello @Erin Leslie,
You can add a new custom field for your invoice template directly from the Gear icon.
- Go to the Plus icon.
- Under Customers, select Invoice.
- Select the Gear icon at the top-right portion.
- Click Add another field.
- Enter the name of your new custom field.
You can also read the following articles below in case you need some ideas about customizing your sales transaction template:
- Customise invoices, estimates, and sales receipts in QuickBooks Online
- Add, customise, or remove logos on sales forms
Fill me in for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by.