Other questions
To show the Job name and other fields in your invoices, let's ensure the Print on Form field is enabled, anodecathode. Let me walk you through this process.
When adding a custom field, make sure the Print on Form option is enabled. This will allow the data you enter in this field to appear on the invoice sent to your client. Kindly follow these steps:
- Go to the Gear icon, then click the Custom fields.
- Find the Custom Field Name that you've added.
- Under the Actions column, click Edit.
- If you already ticked the All Sales Forms checkbox, make sure to enable the Print on form.
- Click Save.
You can follow these screenshots:
After enabling this feature, you can click the PDF view to see if the information is already included. You can refer to the screenshot below:
Additionally, you can access this material to learn more about custom fields: Add custom fields to sales forms and purchase orders in QuickBooks Online.
Once you receive the customer's payments, record them in the receive payment entry. This will connect to the invoice and help balance your accounts.
Need help managing your transactions and keeping your finances on track? Look further than our QuickBooks Live Expert Assisted website. Our experts can provide personalized guidance to ensure your financial data is organized and precise.
Please let me know if you have additional questions regarding custom fields. I'll be around to assist you.
