Index der Funktionalität

Add Option 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 Invoice Template Add Option Field Feature

Are you looking to customize your invoices further? Look no further!

Key Features:

Easily add option fields to your invoices for more customization

Choose from a variety of options such as checkboxes, drop-down menus, and text fields

Customize the options to fit your specific needs and branding

Potential Use Cases and Benefits:

Provide more detailed information on services or products for your clients

Collect specific data from clients directly on the invoice

Streamline the invoicing process by offering more customization options

With the Invoice Template Add Option Field feature, you can now tailor your invoices to suit your business needs perfectly. Take control of your invoicing process and impress your clients with detailed, customized invoices.

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

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How to Add Option Field to Invoice Template

01

Go into the pdfFiller website. Login or create your account free of charge.

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Having a protected online solution, you are able to Functionality faster than ever.

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Go to the Mybox on the left sidebar to get into the list of your documents.

04

Choose the template from your list or tap Add New to upload the Document Type from your desktop computer or mobile phone.
Alternatively, it is possible to quickly import the necessary sample from well-known cloud storages: Google Drive, Dropbox, OneDrive or Box.

05

Your form will open in the function-rich PDF Editor where you may change the sample, fill it out and sign online.

06

The highly effective toolkit enables you to type text on the document, insert and change photos, annotate, and so forth.

07

Use sophisticated features to incorporate fillable fields, rearrange pages, date and sign the printable PDF document electronically.

08

Click on the DONE button to finish the changes.

09

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

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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.