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Level 3

QB TEMPLATES AND ERROR MESSAGES

Please can you explain the following to me.

After numerous attempts of receiving this error message I managed to save a QB template.

 

Capture.JPG

 

This is now a QB template of Airy Classic. The template shows the subtotal 

 

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Noted on this template are:

Subotal

Discount

Total GST

Total

Balance due

 

We enter an invoice and select the above template and this is what is shown on the screen view (Amounts are per our data entry)

 

Capture.JPG

 

We print the invoice to send to our client and this is what our PDF file looks like. Client calls us and says "Huh where is the subtotal..!!!)

 

Capture.JPG

Please will you kindly explain where the subtotal is?

 

Currently we are retyping all our invoices to make them look professional. I am not sure what I and others who have written on the board are struggling to understand. Please can you assist.

I appreciate your help.. but if this is a QB area please accept responsibility, if this is a user error then please explain why so many of us are using QB and not seeing the subtotals.

 

Thank you. I apologise if I am annoyed but..

 

And now after this long post we receive this

 

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7 Comments
Highlighted
Anonymous
Not applicable

QB TEMPLATES AND ERROR MESSAGES

Welcome back, Deano2.


I did replicate your scenario in my QuickBooks and I was able to print the Subtotal using the Airy Classic style. 


One thing I can think of is that you might have been using a different invoice template (Not the Airy Classic you’ve saved). To verify, click Customise at the bottom when creating an invoice and see if the Airy Classic template was selected.

 


If it was and still unable to print the Subtotal, I’d recommend contacting the support team. They have extra tools to investigate and help you fix the issue. 


Here’s how to reach them:

  1. In your QuickBooks, click Help at the top. 
  2. Select Contact us. 
  3. Enter a brief explanation about your concern. 
  4. Click Let’s talk. 
  5. Select either Chat or Get a callback. 


We love to help you with your QuickBooks concerns so please don't hesitate post. We'll be around if you need anything else. 
 

Highlighted
Level 3

QB TEMPLATES AND ERROR MESSAGES

Thank you for all the trouble and help you are providing. I am exceptionally grateful.

 

I am using the airy template. Sometimes it works and shows subtotals and on other occasions it is blank!  Any idea why?

 

To add futher complexity..the wish is to do this using the airy template (per the zip file)  that we can modify in word (all modification are static text) abd thereafter upload.  This is because we operating under two different company names / logos.  QB templates will not allow us to omit/ deselect this field on their templates.

 

Perhaps I am saying this unfairly.. but I feel there are many bugs that are not necessarily user related (I designed templates in MYOB).

 

Once again..Appreciate all your help. 

 

 

 

Highlighted
Anonymous
Not applicable

QB TEMPLATES AND ERROR MESSAGES

Hello, Deano2.

 

I’ll surely take note of all your template customization preferences and pass it over to our developers. For now, you might want to search an application that offer’s sales form customisation. To do so, you can visit this site: https://apps.intuit.com/app/apps/home


With regards to the intermittent Subtotal appearance, it would be best to report this to our support team so they can launch an investigation (please refer to the steps above). 


 Always feel free to visit us anytime you have question. 
 

Highlighted
Level 3

QB TEMPLATES AND ERROR MESSAGES

@Anonymous 

 

Thank you, I will contact the sales team on Monday. ALL team members have tested and the totals are not appearing at any time when using the Airy classic style. It appears on the template but not when producing the ACTUAL Invoice.

 

Please note this takes place on all trial versions and using the learn and support. Also there is no document that says this is confined only to ONE template!.

 

Please can you confirm that your screen shot is from an actual invoice.

 

I am being seen as incompetent in this task.

 

Highlighted
Moderator

QB TEMPLATES AND ERROR MESSAGES

Hi @Deano2,

 

There are things you'll have to consider so that your subtotal item will show on your actual invoices. I'm here to share them and help you from there.

 

To start with, I've tried creating two invoices here on my end and I've identified a few reasons why the subtotal item will show or not on invoices.

 

First off, when your invoice doesn't have any applied deposit, discounts, or sales tax, your subtotal item will not show on your invoices.

 

 

Capture01.PNG

 

Capture02.PNG

 

 

On the other hand, if you've applied a deposit, discount, or sales tax, you'll see the subtotal item displayed on your invoices.

 

 

Capture03.PNG

 

Capture04.PNG

 

 

Thus said, you'll have to open and review all your invoices if they have any discount, deposit, or sales tax so that your subtotal item will display on your actual invoices.

 

As always, you can visit our Help Articles page for QuickBooks Online if in case you need some tips and related articles for future use.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

Highlighted
Level 3

QB TEMPLATES AND ERROR MESSAGES

Thank you

 

Appreciate your efforts.  :-).

 

The first question we will be asked from our clients is "What there sales tax applied on this invoice"

 

I am surprised there is so much complexity regarding the invoice templates but appreciate all the help everyone has provided

 

One further question (I know I have asked before but cannot recall)

 

How do I make copies of the actual QB templates and thereafter modify.

 

I have clicked the gear icon

-  Selected Lists

- Custom Form Styles

-and the only options available are

 - Preview PDF

- Rename

- Delete

and Make default

 

 

 

 

 

Highlighted
QuickBooks Team

QB TEMPLATES AND ERROR MESSAGES

I'd like to help you, Deano2. Let's get over with your questions.

 

Regarding your first one, you can check on the invoice if you've applied a sales tax. Just open the invoice, and check the GST field.

 

On your second question, you'll only see those options if it's an imported template. If it's the default/regular invoice template, you'll see an Edit link under ACTION (Refer to the screenshot below). Although, you're unable to create copies from them. You can only edit it. 

 

 

I'll share the article on how you can customise the invoices, quotes, and sales receipts

 

Don't hesitate to leave a comment if you have other concerns. Have a good day!