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Erin Leslie
Level 1
posted
‎February 13, 2020 09:55 AM
last updated ‎October 05, 2020 9:23 PM

Adding a Second Date Field

Hi there! I'm wondering if it's possible to add a second searchable date field to our invoices. We currently use the date function for the date the invoice is made (and would like to keep that), but would like a second date field for the date the invoice is due (which will be different for each invoice). We need both to be searchable fields! Thanks!

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1 Comment 1
JonpriL
Moderator
Moderator
‎February 13, 2020 10:45 AM

Adding a Second Date Field

Hello @Erin Leslie,

 

You can add a new custom field for your invoice template directly from the Gear icon.

  1. Go to the Plus icon.
  2. Under Customers, select Invoice.
  3. Select the Gear icon at the top-right portion.
  4. Click Add another field.
  5. Enter the name of your new custom field.

You can also read the following articles below in case you need some ideas about customizing your sales transaction template:

Fill me in for all of your QuickBooks needs, I'm always happy to help. Thanks for dropping by.

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