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Add Mandatory 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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Ultimo aggiornamento il Jan 16, 2026

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Upgrade Your Invoices with Mandatory Field Feature

Say goodbye to missing information on your invoices with our new Invoice Template Add Mandatory Field feature.

Key Features:

Easily add mandatory fields to your invoice template

Customize the type of information required

Ensure all essential details are included before sending out invoices

Potential Use Cases and Benefits:

Perfect for businesses that require specific information for record-keeping or legal purposes

Reduce errors and delays by ensuring complete and accurate invoices

Enhance professionalism and credibility with consistently detailed invoices

Simplify your invoicing process, avoid unnecessary back-and-forth with clients, and save time by streamlining your billing system with our Invoice Template Add Mandatory 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 Mandatory Field to Invoice Template

01

Enter the pdfFiller site. Login or create your account for free.

02

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

03

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

04

Choose the template from the list or press Add New to upload the Document Type from your desktop or mobile phone.
As an alternative, you are able to quickly import the desired sample from popular cloud storages: Google Drive, Dropbox, OneDrive or Box.

05

Your form will open within the feature-rich PDF Editor where you could change the template, fill it out and sign online.

06

The highly effective toolkit allows you to type text on the form, put and change photos, annotate, and so on.

07

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

08

Click the DONE button to finish the modifications.

09

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

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Kevin B

2017-02-28

I would like to be able to make sub-folder with in sub-folders. I am going to have hundreds of documents/year, and that would make it easier to organize them.

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2019-06-08

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PDFFILLER has been one of the best platforms I’ve used in client document transmission. The price is unmatched for the services available and the HIPAA compliance seals the deal.
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The only downside is how long some forms such as registration can take to complete when adding in the initial fillable fields.
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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.