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Level 1

Invoices

Hi

I'm new to quick books and am trying to set up an invoice template that suits my needs.

I currently hire equipment to customers and need to set a start and end date for the hire, and then a rate that reflects the number of days. I can't see a way to do this. can anyone help please?

Thanks

3 REPLIES 3
QuickBooks Team

Re: Invoices

Greetings, partanRentals.


Welcome to the Online Community. I'll be your guide, so you can create a customise template that suits your business needs.


That’s a great question! I’m happy to inform you that the Custom Form feature can be used to set a start and end date for hire. For the number of days to reflect on the invoice, you’ll have to edit the label in QBO.


Here’s how:

 

  1. Go to the Gear icon at the top, then select Custom Form Styles.
  2. Click on the drop-down for New style, and choose Invoice.
  3. Select the Content tab.
  4. Click on the Pencil icon for the invoice’s header.
  5. In the Display section, click on the Custom field link.
  6. Select a box and name it appropriately. For example, Start Date hire or End Date hire.
  7. Click on the Pencil icon for Description.
  8. To create a field for the number of days worked, click on the EDIT LABELS AND WIDTHS link.
  9. Go to the Quantity section, then enter Days in the field box.
  10. Click on Done.

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For more insights, check out this article: How to customise invoices, estimates, and sales receipts.


After following these steps, you should now be able to create an invoice showing all the details mentioned above.


If you require further assistance with any of these steps, leave me a comment. I’ll be around to help.

 

Level 1

Re: Invoices

Hi

Thanks for the reply. I had a look at this but it doesn't do what I need it to do. My customers hire many items each month and each items will have different start and end dates. Therefore I need to create an invoice which can show this for each sale item, rather than generic for the entire invoice, as the number of days hire, affects the rate. I also can't change the quantity to number of days hires, as I need both categories.

 

For example:

A digger is hired from 4/04/19 - 12/04/19, totalling 7 network days hire (working days), with a rate per day. they may also hire 3 Disc Cutters from 2/04/19 - 5/04/19, 4 working days, with a daily rate for each machine.

 

I don't want to create separate invoices for each hire, as this will suit the customers. I currently use an excel spreadsheet to create the invoices, but would like to be able to tie it all in to QuickBooks.

Is there any way I can do this?

 

Thanks

QuickBooks Team

Re: Invoices

Hello

 

You can certainly use custom fields for start and end dates,if you are already using quantity and rate for something else,have you looked at the weekly time sheet option in the cog?If that does not work for you,there is the alternative of creating your own invoice in word, with your own columns in that you need and importing it into QuickBooks.

 

To turn this option on you can go to the cog,go to QuickBooks labs and then turn on import style. If you then go to the cog again and then go to custom form styles and then in the top right in the new style drop down select import style (if you select download a sample it will show you a basic and a more complex sample and also a how to guide,you can then browse to this section when you have created the form to bring it in)

 

Thanks

 

Emma