Thanks for the speedy reply, @jmorris.

I appreciate the clarification about the payment method. I've here other ways to auto-generate the payment mode on your customer transactions. 

The first option is to add a preferred payment method for your customer. This way, the selected mode will auto-generate in the field. Let me guide you on how. 

1. Go to the Sales tab, then choose Customers. 
2. Select the appropriate name and click the Edit button. 
3. Pick Payment and billing, then choose a Preferred payment method in the drop-down. 
4. To enter the details, click the No credit card information tab.
5. Tap OK. 
6. Then, create a sample transaction to see how it works with QuickBooks. 

The second option is to create recurring templates for your chosen transaction. 

Here's the guide: 

1. Go to the Gear icon, then choose Recurring Transactions.
2. Click New, then select the type of transaction to create and tap OK.
3.  Complete the Template name, Customer, Type, Interval, Payment method, and other fields. 
4. Click Save template. 

For more information, check out this link: Create recurring transactions.

In regards to the custom fields that aren't showing up, I'd recommend contacting our technical support. They can investigate your account in a safe place and help you from there as well. 

Here's how: 

1. Go to the Help menu, then click Contact Us. 
2. Type your concern in the box and tap Let's talk. 
3. Choose either Get a call or Start a chat. 
4. Complete the required data and submit the request.

Make sure to contact them within business hours to ensure a quick response.

Additionally, you can run a Transaction List by Customer report. Then customize it to show the payment method, status, due date, and others. For more details about customizing, visit this article: Run reports in QuickBooks. 

Feel free to check out these articles on how to troubleshoot recurring issues and personalize sales forms. 

• Customize invoices, estimates, and sales receipts in QuickBooks
• Duplicate transactions when using a recurring template

I'd be pleased to help if you have other problems with your account. Keep safe during this pandemic.