QB Issue Resolution:
Once a custom field is added in your transactions form (invoice), you need to enter the information in the custom field so it will appear on the printed/sent invoices.
Here’s how to create a custom field:
- Go to the Gear icon, then select Account and Settings.
- Select the Sales tab.
- Click anywhere on the Sales form content section.
- Enter a Name under the heading Custom fields.
- Select whether you want it to be Internal or Public.
- Click Save.
I’ve attached screenshots below for your better view.
If you wish to include your customer’s phone number on your sales forms and customise other sales forms, these articles will guide you through the steps:
- Add a Customer’s Phone Number in the Sales Transaction
- How to Customise Invoices, Estimates, and Sales receipts
Resolution for Issue 'Can I add a field that is on a customers Invoice to the Statement for that customer?' available: Yes (Solved).
Source: Intuit Community forum.
Can I add a field that is on a customers Invoice to the Statement for that customer?: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.Support for Account and Settings
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