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C
catherine-casace
February 21, 2021
Question

How do I customise my invoice with Quickbooks Self Employed? I would like to add PO numbers and supplier account information but currently the only option is to put the information in the message box and that looks messy.

  • February 21, 2021
  • 2 replies
  • 0 views
No text available

    2 replies

    MJoy_D
    MJoy_DQuickBooks Team
    QuickBooks Team
    February 22, 2021

    I can share some information in customizing invoices, @catherine-casace.

     

    At this time, you can only add the client information (name, email address, and address) on the invoice. The feature to add PO numbers, supplier account information is currently unavailable. Yes, you can add them in the Message box in the meantime. 

     

    I can totally see the importance of being able to add custom fields in creating invoices, so I'll take note of it for consideration in future updates.

     

    I'd encourage you to visit our Blog to be updated with our latest news and updates. We will also be posting our road-maps here, including suggestions received that have been taken into consideration.

     

    You can refer to the following article for more information about creating invoices in QuickBooks Self-Employed.

     

    I'm always here to provide help and answer any questions that you may have with invoices and or anything else. Have a great rest of the day!

    D
    david-little58-y
    July 25, 2021

    Has there been any developments with reference to being able to add job No and Purchase order No to the invoices within the self employed version of quickbooks?

    J
    JonpriL
    Level 9
    July 25, 2021

    Hello @david-little58-y,

     

    We're unable to provide the exact turnaround time as to when a feature will be available in QuickBooks Self-Employed. With this, let's consider letting our product developers know about your request by sending feedback. I'll show you how.

     

    1. Go to Assistant.
    2. Select I need help.
    3. On the textbox, type in Feedback.
    4. Click Add a feature.
    5. Enter a few words describing how you wish to enter the job and purchase order number in each invoice.
    6. Select Send.
    7. Click Yes.

     

    On top of that, I've also included this reference helpful with the resources needed while working with us: Browse all articles for your QuickBooks product.

     

    Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Take care and stay safe!

    D
    DougTempleton
    June 18, 2024

    I also have this requirement. It is very frustrating to not be able to send neat, professional looking invoices from within Quickbooks Self Employed. I asked a similar question early in 2023.

     

    I have seen that there's a reply showing how to submit a feature request, which I'll do, thanks for that.

    I will add though that I will also be looking at alternatives to QBSE because I don't feel like I'm getting very good value for money.

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