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Replying to:
JenoP
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Hi there, tjneigum.

 

The name of the project will be shown in the Customer field if you're creating the invoice using the Projects feature. You can check out this article for more details about this function: Set Up And Create Projects In QuickBooks Online.

 

If you're not using the Projects menu, you can customize your invoice template and add a custom field. Here's how:

 

  1. Go to the Gear icon and select Custom form styles.
  2. Click New style and select Invoice.
  3. Proceed to the Content tab and click the header section of the invoice in the right side.
  4. Scroll-down a bit and click Custom field.
  5. Check the boxes for custom fields and type in the name or caption of the custom field.
  6. Click Done

Aside from that, you can also import your own template using an MS Doc. This option gives you more flexibility when customizing your invoice and other sales form. Let me share this article to guide you through the process: Import Custom Form Styles For Invoices Or Estimates.

 

You'll also want to run the Invoices and Received Payments report. This will give you a quick review of all invoices and the payments that are applied to them. Just go to the Reports menu and type in the name of the report in the Search bar. 

 

The Community is always here if you need more help with your invoices. 

 

invoice temp.PNGinvoice temp2.PNG

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