Index der Funktionalität

Add Name Field to Invoice Template

Q: How do I add a discount column in QuickBooks invoice?

Launch the \"Customer Center\" from the Customers drop-down menu in QuickBooks. Select the sales invoice that requires a discount. Right-click the line directly after the discount item. Select \"Enter Discount Item\" from the drop-down menu and choose the discount you want to apply.

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Zuletzt aktualisiert am Jan 16, 2026

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Introducing the Invoice Template Add Name Field Feature

With our new Invoice Template Add Name Field feature, you can now personalize your invoices like never before!

Key Features:

Easily add a customer's name to your invoice template

Customize the location and formatting of the name field

Potential Use Cases and Benefits:

Create a more professional and personalized experience for your clients

Save time by automatically adding customer names to invoices

Avoid errors by ensuring the correct name is included on each invoice

Say goodbye to generic invoices and hello to a more personalized touch with the Invoice Template Add Name Field feature!

All-in-one PDF software

A single pill for all your PDF headaches. Edit, fill out, eSign, and share – on any device.

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How to Add Name Field to Invoice Template

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Enter the pdfFiller site. Login or create your account cost-free.

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With a protected web solution, you are able to Functionality faster than ever.

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Go to the Mybox on the left sidebar to access the list of your files.

04

Select the sample from the list or click Add New to upload the Document Type from your desktop or mobile phone.
Alternatively, you may quickly import the specified sample from popular cloud storages: Google Drive, Dropbox, OneDrive or Box.

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Your file will open inside the feature-rich PDF Editor where you could change the template, fill it up and sign online.

06

The powerful toolkit lets you type text in the contract, put and edit photos, annotate, etc.

07

Use advanced functions to incorporate fillable fields, rearrange pages, date and sign the printable PDF form electronically.

08

Click on the DONE button to complete the modifications.

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Download the newly produced document, share, print out, notarize and a much more.

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What our customers say about pdfFiller

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Virginia James D

2014-09-08

It takes awhile to get use to but now I think I have it. Thanks! This should make life easier if I can figure out how to continue using the PDFfiller. Virginia James-Diehl

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2019-09-17

This software is absolutely amazing and easy to use. I would highly recommend this product to anyone who works with PDF forms on a daily basis, as it simplifies the process of typing on a PDF document.

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How do I add a custom field to an invoice in QuickBooks?

Go to Settings . Under Your Company, choose Account and Settings (or Company Settings). Select Sales under Accounts and Settings, then go to the Sales form content section. Select the pencil icon in that section.

How do I add a field to an invoice in QuickBooks?

Go to Settings . Under Your Company, choose Account and Settings (or Company Settings). Select Sales under Accounts and Settings, then go to the Sales form content section. Select the pencil icon in that section.

How do I add a message to an invoice in QuickBooks?

Click on +Invoice, Settings (gear), click '... Yes you can. Click on +Invoice, Settings (gear), click 'customize what your customers see', Content, then click on bottom section and type your message.

Can you add custom fields in QuickBooks online?

Create, add, and edit custom fields in QuickBooks Online Advanced. Learn how to create and use enhanced custom fields in QuickBooks Online Advanced. Custom fields let you track the information that matters most to you and your customers. ... You can add them to sales forms, purchase orders, and customer profiles.

How do I add a discount column in QuickBooks invoice?

Launch the "Customer Center" from the Customers drop-down menu in QuickBooks. Select the sales invoice that requires a discount. Right-click the line directly after the discount item. Select "Enter Discount Item" from the drop-down menu and choose the discount you want to apply.

How do I add a custom field to an invoice in QuickBooks online?

Select the Gear icon from any page. ... Select the Create custom field. ... Choose Customer info or Transaction info. ... Give your custom field a name. Select Text, Number, Date, or Drop-down list from the Type drop-down. Choose where you want your custom field to appear.

How do I add a column to an invoice in QuickBooks online?

Click Lists. Select Item List. Select the invoice template. Right click and select Edit Template. ... Click the Additional Customization button. ... Go to the Columns section. Put a check mark in the boxes labeled Other 1 or Other 2. Under the Title column, type the name of the column.

How do I add a company name to my QuickBooks invoice?

Go to the Invoices menu, then click Create invoice. Click Edit work info. Type in the company name in the Name field. Click Save.

How many custom fields can you set up for items in QuickBooks?

The new fields appear on the Additional Info tab. In Pro/Premier, there is a total of 15 custom fields. However, you cannot have more than 7 per category. You can add up to 7 custom fields to your Customer & Job list, Suppliers list, or Employee list.

How do I create a custom field in QuickBooks?

Select the Gear icon from any page. ... Select the Create custom field. ... Choose Customer info or Transaction info. ... Give your custom field a name. Select Text, Number, Date, or Drop-down list from the Type drop-down. Choose where you want your custom field to appear.