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NoMatter
Level 2

Invoice Title

Hi all,

 

I want to be able to edit my invoices to have a proper title. Currently, between my business address and my client address, the invoice just says, "INVOICE". I can find how to edit this field via template cusomization, but I would prefer to be able to change this title while making the invoice and not by customizing the template. Preparing multiple invoices at a time is a thing and I don't need to be changing the template (the obvious workaround) when switching back and forth. This can cause issues (mis-titling invoices) especially if preparing multiple invoices for the same client. I want to make the title a brief description of the job. The memo field at the bottom is far too out of the way and small in print.

 

In the attached image of the sample invoice, I want to replace the circled "INVOICE" field with titles, such as, "Demolition of such-and-such at [address]" or "Baseboard Installation" etc. This becomes especially pertinent when I'm invoicing for addresses that are different than the billing address, ie. sub-contracting at multiple sites for a single client.

 

This seems like a necessary basic feature, am I missing something?

 

NoMatter

3 Comments 3
JamesM4
QuickBooks Team

Invoice Title

Hi there,

 

Welcome to the Community. I'll be glad to guide you in the right direction so you can continue to achieve your QuickBooks goals with ease. Rest assured, I'll be happy to share more info so you're on the right track. 

 

The customization option you've described isn't available in the program. I can see the benefit of having this function for your business and I encourage you to send feedback about this to our engineers. You can send feedback by clicking on the Gear icon and looking for Feedback. New product ideas and improvements are based on the feedback we get from users like you.

 

Feel free to ask other questions. I'll be here to help. 

NoMatter
Level 2

Invoice Title

Can you please forward this post to the appropriate department? I don't believe I can imbed pictures using the feedback feature.

NoMatter
Level 2

Invoice Title

I was able to complete the feedback form and attach an image.

This is however unsatisfactory as I am not inquiring about a complex feature. Is there any way to receive feedback on my request?

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