Hello there, @TommyBoy369. I'm here to ensure you can use the custom field to add a PO# on your invoice.
To narrow down the problem, let's begin with accessing your QuickBooks Online (QBO) account in incognito mode. We'll be able to tell if the problem is browser-related in this way. The web cache in your browser can sometimes hinder you from visiting frequently frequented websites like QBO.
Here are the shortcut keys you can use:
- Google Chrome: press Ctrl + Shift + N
- Mozilla Firefox: press Ctrl + Shift + P
- Microsoft Edge: press Ctrl + Shift + P
- Safari: press Command + Shift + N
Once signed in, create a custom field again. Let me guide you how:
- Go to the Gear icon and click Custom form styles.
- Locate the invoice template you use and click Edit. You can also create a new one by selecting the New style button and choose Invoice.
- Next, navigate to the Content tab.
- Then, select the Header section.
- From there, click the Manage custom fields.
- Select Add field.
- Type PO # as the name for the custom field and mark the All Sales forms box.
- Once done, select Save.
Then, attempt to create an invoice. If you see the created custom field, you'll have to clear your browser's cache to have a clean slate. If the same thing happens, I recommend using another supported browser as alternatives.
To get more details about the process, feel free to visit this article: How to add custom fields to sales forms and purchase orders.
Customizing your invoice forms to reflect more of your business identity is easy with QBO. To get started, please head to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. This page will also guide you on how to upload a logo and reorder columns.
You can count on me if you ever need additional help about adding a custom field on invoices. I got your back. Keep safe always.
