Modifying QuickBooks Invoices to Collect Sales Rep Info

The process for adjusting your invoices to ask for a sales rep is slightly different in different versions of QuickBooks; the steps here are based on QuickBooks Contractor 2018; see your QuickBooks user guide if you have a different version.

1. In QuickBooks, go Customers > Create Invoices.
   We won’t save the invoice, we just need to get to the invoice form.
2. On the invoice form to to the Format tab > Manage Templates.
   
3. Make a coy of the Intuit Service Invoice and click OK. At the bottom of the screen click on Additional Customization. If you use multiple invoices, you’ll have to repeat this for each invoice template that you use.
   
   
   
4. In the Customize Invoice window, click the Header tab and then check the box by REP for screen and edit the title to Sales Rep. If you want to print the invoice with the sales rep field on it you will also need to format the printed form so that everything fits.
   
5. Click OK to save the change. You’ll now see a entry on the invoice form that lets you identify the sales rep.
   
   You’ll want to make sure that you fill this entry in for each invoice in the future that has an associated sales rep. And saving your first invoice with this field will ensure that this invoice template is the one that opens up.
6. Click the in the upper right corner to close the invoice.
7. If you intend to print this invoice, you will need to make sure the new field fits on the printed version by using the Layout Designer button on the Additional Customization screen.

This article plus these two other articles explain how to use Sales Rep IDs in Quick books with Chronicle:

Setting Up Sales Reps in QuickBooks

Linking Chronicle People with QuickBooks Sales Reps