Invoice item note

Adding a note to each invoice item is possible in QuickBooks Self-Employed, Spiceworld.

You can simply add notes in the Enter item description or details field while creating an invoice. See the attached screenshot below as your visual guide.

You can also use the Message box if you want to add more details about the item. Simply click Email and enter the information before sending it to your customer.

You can do more on your invoices by checking out this article: Learn how to add products and services to an invoice and send it to your customers.

When you receive the payment, you can manually add it to QBSE. Or categorize it's downloaded from your bank. The following articles will show you how to review transactions.

• Manually add transactions in QuickBooks Self-Employed
• Categorise transactions in QuickBooks Self-Employed.

If I can be of any other help, please drop a reply below. I'll always have your back @Spiceworld.

Hi

Thank you for the reply.

However i don't get the same view as you are showing and i can't see any way of adding a note to each item.

All i get is as per attached image.

I assume as its online i haven't got to update anything to maybe get an updated version of the software?

Regards

Richard

Thank you for getting back to us and providing a screenshot of your invoice interface, @Spiceworld.

The screenshots shared by my colleague MaryLandT above are the new interface of the invoice page in QuickBooks Self-Employed (QBSE). It seems that your QBSE account is still using the old interface that's why you can't see the Enter item description or details field.

Please know that we're rolling out the new update of the invoice interface to some QBSE users, and still continuing to update others. In the meantime, I suggest utilizing the Message field to add a note to each of your invoice items.

You may also want to read this article to learn more about creating invoices in QBSE: Create invoices in QuickBooks Self-Employed. This will also help you how to send invoices to your customers.

Feel free to leave a comment below if you need further assistance creating invoices in QBSE. The Community team and I are always here to help.

Hi

Thank you again for your reply.

How soon do you think this will be rolled out as this feature is urgently required now for invoices that i have to send in new year. This is the reason i have been looking at Freshbooks recently as they already have it.

Regards

Richard

Thanks for the prompt response, @Spiceworld.

There's no specified time frame for when this new invoice layout experience will be rolled out to all of the QuickBooks Self-Employed (QBSE) accounts.

For the time being, you can use the Message field to add a note to your invoices, as my peer suggested above. 

Additionally, visit this resource to see different information on how QBSE tracks your business income and taxes: QuickBooks Self-Employed Overview.

Please know that you can always get back to this post if you have other questions about managing invoices in QBSE. I'm always here to provide additional assistance. Have a great day!

Hi

Thanks for the reply, but how unprofessional would using the message box look?

Thanks anyway

Regards Richard