Functionality index

Add Field Settings to Proforma Invoice

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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Last updated on Jan 16, 2026

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Introducing Proforma Invoice Add Field Settings Feature

Upgrade your invoicing experience with our new Proforma Invoice Add Field Settings feature.

Key Features:

Customize fields to suit your unique business needs

Add or remove fields easily with a user-friendly interface

Save field settings for future use

Potential Use Cases and Benefits:

Tailor your proforma invoices to specific clients or projects

Streamline the invoicing process by including only relevant information

Enhance professionalism and branding with a personalized invoice template

Solve your invoicing challenges with flexibility and efficiency using our Proforma Invoice Add Field Settings feature.

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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 Field Settings to Proforma Invoice

01

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

02

By using a protected online solution, you may Functionality faster than ever before.

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

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Pick the sample from the list or click Add New to upload the Document Type from your pc or mobile device.
Alternatively, you are able to quickly transfer the specified template from well-known cloud storages: Google Drive, Dropbox, OneDrive or Box.

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Your document will open within the feature-rich PDF Editor where you can change the template, fill it up and sign online.

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The powerful toolkit allows you to type text on the document, put and change graphics, annotate, and so forth.

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

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Click the DONE button to finish the changes.

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