Custom Column Totals

QuickBooks provides the ability to add columns to an order based on Custom Fields, and CCRQInvoice provides the ability to generate a total for these columns. In addition, it will generate “subtotal” values for those columns.

In the preferences screen for this feature you will select the custom fields to total, the custom fields to hold the total, and if you want subtotal items to be updated.  You can select existing custom fields from the dropdown list, or enter a new value to create a custom field.

Column custom fields are stored in the item list in QuickBooks. You are limited to a maximum of five custom fields. You must edit your order template to include these as columns.

Total custom fields are stored in the customer list in QuickBooks. You are limited to a maximum of seven custom fields. You must edit your order template to include these in the header tab.

If you add subtotal items to your order, checking the Subtotal box for a column will make CCRQInvoice record a subtotal amount for that column.

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Editing form templates