Index der Funktionalität

Insert Option Field Into 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 Insert Option Field Feature

Are you tired of manually inputting data into your invoices? Say goodbye to time-consuming tasks with our Invoice Template Insert Option Field feature!

Key Features:

Easily insert option fields into your invoice templates

Customize fields to suit your specific needs

Automatically populate data into the fields

Potential Use Cases and Benefits:

Streamline the invoicing process and save valuable time

Reduce errors by eliminating manual data entry

Create professional-looking invoices with ease

Solve your invoicing woes with our Invoice Template Insert Option Field feature and experience a more efficient and error-free invoicing workflow!

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 Insert Option Field Into Invoice Template

01

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

02

Having a protected internet solution, it is possible to Functionality faster than before.

03

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

04

Choose the sample from the list or click Add New to upload the Document Type from your desktop or mobile device.
As an alternative, it is possible to quickly transfer the required template from popular cloud storages: Google Drive, Dropbox, OneDrive or Box.

05

Your file will open in the function-rich PDF Editor where you could customize the template, fill it out and sign online.

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The highly effective toolkit enables you to type text on the form, insert and edit images, annotate, etc.

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

08

Click on the DONE button to finish the alterations.

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Download the newly created document, share, print, notarize and a lot more.

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For pdfFiller’s FAQs

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

Open the type of form that you want to be customized. For example, select Customers, then, Create Invoices to open the Invoice form. Select the Formatting tab found at the top of the form. Select Customize Data Layout. ... Select OK to close the Additional Customization window.

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.