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sdriley
May 23, 2022
Question

How do I remove the SHIP TO info from invoices

  • May 23, 2022
  • 7 replies
  • 124 views

How do I remove the SHIP TO info from all invoices in Quickbooks online? It seems to happen most of the time but not always. Shipping is set to off in the sales tab.

7 replies

mv32
Level 8
May 23, 2022

Customizing the invoice form style can help you remove the Ship To information from your invoices, @sdriley.

 

You can find this by clicking the Gear icon on the top right and selecting the Custom form styles.

 

Here are the detailed steps:

  1. Click the Gear icon and then select Custom form styles.
  2. Choose the invoice form that you want to Edit or click New Style.
  3. Go to the Content tab.
  4. Select the first Pencil icon where you locate the Ship To detail.


     
  5. From the Display section, uncheck the Shipping option.


     
  6. Hit Done.

 

Then you can apply this to all of your invoices in the future. From the Custom form styles window, click the drop-down arrow from the Action column and select Make Default.

 

In addition, if you want to include the Ship To detail in the future while creating an invoice, simply click the Cogwheel icon on the invoice form. You'll have the option to enable the Shipping (Ship To) again, then hit the X button on the top right to save.

 



 

To learn more about customizing sales forms, you can refer to this article for the details: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

In case you want your customers to pay their invoices online, you can add a Pay Now button. Here's an article that has the detailed information about this feature: Add a Pay Now button.


If you still have other concerns about removing some details in your sales forms, please let me know. I'm here to help you. Have a good one!

sdrileyAuthor
May 23, 2022

When I click the gear I do not have a Custom form styles option (see attached). I have gone into Account and settings and Sales and unchecked Shipping in Sales form content, but that doesn't seem to do anything. I have sent two separate invoices to the same client. One of them has the ship to information and one of them does not. 

 

 

sdrileyAuthor
May 26, 2022

It appears that I am using the "NEW" version of invoice/estimates. There are no templates. 

 

 

RenjolynC
RenjolynC
Level 9
May 26, 2022

Thanks for your prompt reply and for the screenshot you've included, sdriley.

 

I'd like to verify some details regarding your plan, and give steps to help you get the Custom form styles option. May I know what version of QuickBooks Online are you using? I've checked all of my test company and see the Custom form styles option from the Gear window. 

 

In the meantime, let's try switching your account display. In QuickBooks Online, there are two displays available. One is the Business view, which simplifies your workspace and the other is Accountant view, which uses the standard accounting language. Note: Changing your view doesn't affect your accounts or data and you can switch between them anytime. 

 

To do this, simply click the Gear icon located in the upper right-hand corner and select the Switch to Business View link under Profile. Here's a sample screenshot for a visual reference:

 

 

If you're still not seeing the Custom form styles option after changing the display, we can perform the basic troubleshooting steps to rule out any browser-related issues. Sometimes, the cache data that is stored in your browser becomes corrupted due to several reasons. When this happens, you'll get unusual behaviors like the one you are experiencing now. 

 

To begin, open an incognito or private browser. This mode will not save your browsing history, search history, and cookies.

 

Here are the keyboard shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

Next, sign in to your QuickBooks Online account and click the Gear icon. If you see the Custom form styles option, then let's go back to your regular browser and clear its cache. Deleting your browser's cache helps to troubleshoot and remove any outdated files that is causing the issue. After clearing cache, our final step is to make sure you restart your browser. Doing this helps to refresh the page. Alternatively, you can use a different supported browser.

 

Once done, you can follow my colleague's instructions on how to remove the Ship To field here. 

 

Please reach out to me again on how things go after trying out the troubleshooting steps. I'd like to make sure this is resolved for you. Take care!

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