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Invoice template modification

Hi,

New to QB and struggling with an issue in setting up our invoice template.  We are not VAT registered and the account in QB is set up as No VAT.  However, when trying to set up an invoice template  it shows a VAT column, titles it as a VAT Invoice and has a line for the VAT number showing with XXXXXXXX.  Seems a simple thing, perhaps I'm just dense and missing something obvious, but am quietly going round the bend trying to resolve this.

could anyone help and save my sanity please?

Doug

8 REPLIES 8
QuickBooks Team

Re: Invoice template modification


Hello Doug_NiftyHarps,

 

At any point did you go to the Taxes tab and fill in any information?

 

You can turn off the VAT summary by clicking Content, and then the bottom section of the invoice - here there will be a tick box labelled VAT summary you can toggle off. In regards to the invoice title and VAT registration number, these will only show if VAT is applied to the invoice - as you are selecting No VAT, it will simply show as titled 'Invoice' with no VAT reg no.

 

Thanks,

 

Talia

Not applicable

Re: Invoice template modification

Hi Talia,

Thank you for that guidance... I have done as you said, but still appear to have issues losing the VAT calculation from the bottom of the invoice template.  Renamed as Invoice, VAT column removed and VAT Summary deselected.... still shows up though... still adding a VAT calculation.

When setting up initially I ensured we set up as Not For Profit Organisation and No VAT.

We have not even invoiced anything yet, so it isn't as though I have set a precedent. 

Confused and a tad frustrated. Sigh!

Doug

QuickBooks Team

Re: Invoice template modification

Hello Doug

 

We can certainly help with this:)

 

Could you send us a screenshot from an invoice that you have created in the QuickBooks rather than the custom form section as that is a default print preview template.

 

If you could go to an existing invoice and then go to print preview and send us a screenshot of that if it is showing VAT calculation?

 

 

Thanks

 

Emma

Not applicable

Re: Invoice template modification

Hi Emma,

 

I'm trying to create a print / preview of an invoice, but QB won't let me as it states: 

Something's not quite right
Make sure all your transactions have a VAT rate before you save.
 
Now, the invoice I'm creating has No VAT selected from the drop down above the item list and No VAT selected beside the shipping amount.
 
I know it is likely me being daft, but I just seem to be in an endless loop here.... frustrating.
Thanks again
Doug
QuickBooks Team

Re: Invoice template modification

Hello Doug

 


Could you send us a Private message with a screen shot of the invoice,yes if it has no VAT on  the line item it should allow you to save it.

 

We can wok out together what is stopping the print preview

 

Thanks

 

Emma

Not applicable

Re: Invoice template modification

Sorry Emma, how would I private Message?

QuickBooks Team

Re: Invoice template modification


Hello Doug,

 

Do you have access to Facebook or Twitter? If so, please send your private message this way (to QuickBooksUK).

 

Thanks,

 

Talia

Not applicable

Re: Invoice template modification

PM sent - thanks folks