Customised invoice templates

Can we create different invoice templates such that the basic information shown on them varies.  e.g. for small value goods, we do not get a PO from the client. So we would like to have an invoice template without a PO number. for some clients, PO number is compulsory. Is such a customization possible?

Answer

Hi there, asmita.

You can manually do this in QuickBooks Online. Add the PO number on the customer's packing slip, and then you can create a custom field on the invoice template. Then, enter it manually before printing it.

Here's how you can do it:

  1. Click the Gear icon at the top.
  2. Under Your Company, click Custom Form Styles.
  3. If you already have an invoice template, click Edit in the far right.
  4. If not, click the New style button in the upper right-hand corner and select Invoice.
  5. Click the Content tab.
  6. Click the header of the template.
  7. Below the Display section, click the +Custom field link.
  8. Check the box to add the custom field and name it PO Number.
  9. Click Done.

Keep me posted if there's anything else I can help you with.

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IntuitKristyS , Community Support Specialist
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