Add custom fields to Invoices

You can create your own custom fields on invoices, sales receipts, refund receipts and credit memos.  This feature is available in QBO Essentials and Plus.  You can have up to 3 custom fields with a limit of 30 characters per field.

To set up custom fields to appear on sales forms:

1. Choose the Gear icon > Company Settings.
2. Click Sales on the left and click inside the area entitled Sales Form Content.
3. Enter a Name into each dialogue box beneath the title "Custom Fields" and select whether you want the field to be internal (only displayed in QuickBooks), or public (displayed in QuickBooks and displayed/printed on sales forms).
4. Click Save. These fields will now appear on your sales forms.
5. Click Done at the bottom right corner of the page.

Note: If nothing is entered in the custom fields on a specific sales form, the field will not print.