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How do I show the "subtotal" and "amount paid"on printed invoices when not registered for GST and using "out of scope" for GST?

Hi, I am a sole trader currently not registered for GST and using "out of scope" on invoices.

When printing invoices (with either built-in or custom forms) the subtotal is not shown, only the Balance Due. When the invoice is paid, the Balance Due goes to zero but there is still no subtotal.

Also, any full or partial payments are not shown on the invoice.

Can you assist?

Thanks
Greg
9 Comments
QuickBooks Team

Re: How do I show the "subtotal" and "amount paid"on printed invoices when not registered for GST...

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.

  1. Open your invoice and click Customise.
  2. Select Edit current to edit the template you use.
  3. Click the Content tab and click the table section on the previewed invoice on the right.
  4. Click on Show more activity options in the lower-left hand corner.
  5. Put a check in the Group activity by and Subtotal groups check boxes.
  6. Click Done.

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!

Not applicable

Re: How do I show the "subtotal" and "amount paid"on printed invoices when not registered for GST...

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

Greg

Not applicable

Re: How do I show the "subtotal" and "amount paid"on printed invoices when not registered for GST...

Other image of print preview.

Moderator

Re: How do I show the "subtotal" and "amount paid"on printed invoices when not registered for GST...

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:

  1. First, open the invoice.
  2. Under the table section, click the Add subtotal button.
  3. Click Save.
  4. Hit Print or Preview at the bottom to check the details.

image.png image.png

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.

Not applicable

Re: How do I show the "subtotal" and "amount paid"on printed invoices when not registered for GST...

Thank you again for the reply. That solved the subtotal issue but still not seeing any payments on printed invoices.

 

QuickBooks Team

Re: How do I show the "subtotal" and "amount paid"on printed invoices when not registered for GST...

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. 

 

Not applicable

Re: How do I show the "subtotal" and "amount paid"on printed invoices when not registered for GST...

Hi, unfortunately still an issue with amount paid. Please see attached images.

I have:

  • Tried Chrome and Firefox

  • Tried incognito/private window
  • Cleared cache
  • Deleted all form styles (except for master)
  • Turned everything on in the master form style
  • Made payments into different current asset accounts
Not applicable

Re: How do I show the "subtotal" and "amount paid"on printed invoices when not registered for GST...

Print preview

Anonymous
Not applicable

Re: How do I show the "subtotal" and "amount paid"on printed invoices when not registered for GST...

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:

  1. In your QuickBooks, click Help at the top. 
  2. Select Contact us. 
  3. Provide a brief description about your concern. 
  4. Click Let’s talk and select Get a callback. 

Stay around if you have other concerns.