Adding "Other" fields to Customer invoices and Reports

I am using the "Sales by Rep Detail" report. We invoice customers in stages and we pay Reps based on which stage we are at. I tried adding a data field (which shows 1 of 4 invoices) which I created a drop down menu selection for. This works in terms of it appearing on the invoice, but I can't get the data field to appear in a report. I see on the column selection filters that I can add "Other1" and "Other2" fields, but I can't find how to add this detail to an invoice. Is there a way to create a field that I can use to show the "stage" of the invoicing that I can then show on my report? This is something that would be invoice specific not customer or job related.

Answer

To add the columns to your Invoice: An original QB Template cannot be modified. You will have to make a Copy of the Invoice Template you wish to use and give the template a distinct name (I like to use the Company Name Invoice). Do this by opening an Invoice and clicking Manage Templates at the top; select the Invoice template you wish to use and click the Copy tab in the bottom left corner. The copy will open in the Preview screen on the RH side. Overwrite the Template Name with one that is easy for you to recognize. (If this is the only invoice template that will be used, I make all the other Invoice Templates inactive.) Once names, click Additional Customization and select the Columns tab. You can rename Other 1 and Other2 with the names  that will be displayed on your Invoices and checkmark your preference for pring screen, or both. Use the Layout Designer to reposition the columns if desired.


To display this info in Reports, Customize the report by selecting the newly added columns. If you don't want to do this each time you run the report, Memorize it.

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