- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Can I create a new invoice form that does not include the custom fields which appear on the current invoice form we are using?
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Sales & Customers
Hello Rangell,
Welcome back to the Community. It's vital you're able to create a new invoice form that doesn't include the custom fields which appear on the current invoice form. I'll be happy to provide more info so you're on the right track with achieving your goals.
You can create another invoice template by clicking on the Gear icon > Custom Form Styles > click on New Style and select Invoice from the drop-down. From here, I encourage you to check out the following article that provides more info on how to: Customize invoices, estimates, and sales receipts in QuickBooks Online.
QuickBooks provides you the flexibility that allows you to manage your custom field directly on the invoice screen. To do this open the invoice in question > click on the Gear icon on the Invoice page > from here you have an array of options that allow you to manage the custom fields for that particular invoice.
Give this a try and let me know know how you make out. I'll be one message away in case you need additional support.
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Sales & Customers
Thank you @JamesM4
I watched the video and read the instructions.
No where does it mention how to create a new invoice that does not include custom fields. It seems you either can have them on an invoice or you cannot.
When editing your new invoice style, > content > chose section the custom fields are in > at the bottom of the screen is 'Manage custom fields'. When you click that, it opens where the fields are used. There is only one Invoice choice, not 'Invoice A', Invoice B' and so on which leads me to believe you either use them on an invoice or you do not.
(I have attached a file which shows what I mean)
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
Sales & Customers
I see what you're saying. If you're referring to the custom fields on the actual template then that setting applies to all invoices. I can see the benefit of having the option to not have the setting apply to all invoices and I encourage you to send feedback to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. In the meantime, feel free to ask other questions, I'm here to assist.