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May 31, 2022
Question

I need to add a section on the invoice to include the Customer PO number. How do I do that ? This needs to be visible on the invoice that I’m sending to the customer.

  • May 31, 2022
  • 1 reply
  • 2 views
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1 reply

Level 5
May 31, 2022

Hi there naghmeh_ashkani-,

 

It's vital that all your sales forms have relevant information so your customers can know the services you're providing to them. QuickBooks Online allows you to personalize your sales forms in order to include the information that's relevant to you. I can provide some information on customizing your invoices.

 

In order to add a field that you can use to type their purchase order number, navigate to the Gear icon, then Custom fields. You can then create a custom field, then select that it applies to Sales forms, and make sure to turn on the option to Print on form. this will make it appear on your transactions.

 

if you have any other questions, feel free to reach out here.