QuickBooks Compatible Business Software and Consulting
Custom Fields: Templates
If you add a custom field to an invoice (or sales order, or estimate) template, that field will be used to store information in the order itself. If you enter date in the list record (the item, or customer) that information will show as a default value when the customer or item is added to the order.
- Custom fields in the Customer list can be added to the order header, one field per order.
- Custom fields in the Item list can be added as a column in the detail section of the order
The following examples are based on the 2007 version of QuickBooks.
