Let's add subtotals to your invoices, Greg.
There's an option to show a subtotal amount on the edit template page. I'll guide you to enable it, so you'll see subtotal amounts on your printable invoice forms.
I made a sample transaction with subtotals for you. I also made a partial payment for it (AUD 80), and these information are showing on the printable invoice.
You can always ping me through thread when you need help with your invoices. Have a nice day!
Hi Jess, thank you for your message. I have modified settings as instructed but unfortunately issue still exists; no subtotal or payment in printed invoice. I have attached image of the entry screen and next message will have the print preview (didn't know how to attach more than 1 image).
Any further suggestions?
Thanks a lot for trying the steps provided by my colleague and for the attached screenshots, oneTouch.
You're on the right track. On the invoice page, you'll have to click on the Add subtotal button to show the breakdown of figures.
I'll show you how:
To learn more about customising reports, read through this article: How to customise invoices, qoutes, and sales receipts.
If you have any questions about the details above or if you need anything else, please let me know by posting a comment. I wish you all the best.
Thanks for keeping us updated, oneTouch.
I've tried it on my company file, then the payment and sub-total are showing.
This is probably a web cache issue. We have a few steps to fix this.
To start with, open QuickBooks Online using an incognito window. This is the best place to isolate web page issues. If you're able to see the payment and sub-total from there, go back to your main browser, then clear the cache. Too much cache reduces the performance and impacts the system's behavior. That's why we need to clear them out.
On the other hand, using a different browser resolves issues like this (Google Chrome, Mozilla Firefox, or Internet Explorer).
You can get back to this thread if you need something else. We're here to help you out.
I appreciate you tried all the steps recommended by my colleagues above, oneTouch.
Since you’re still experiencing the same issue, it would be best to contact our support team. They have extra tools that’ll help you investigate and fix the issue. Here are the steps to reach them:
Stay around if you have other concerns.