We are subcontractors in the construction industry looking for help with a couple of invoice template layout issues.
We need our invoices to refer to a 'Site Address'. Our customers have many different projects which frequently change, as the work is completed, we move on to the next site. We don't want to use the inbuilt Shipping Address fields because this triggers Shipping costs fields which are not applicable and look out of place on the invoice. We can't use the custom field option because it is restricted to a certain number of characters - not enough for an address!
Similarly, we want each invoice to refer to 'The scope of works', that is a global summary of the work we have undertaken e.g. 'Colour staining, as per customer approved sample, applied to the new brickwork of ground and first floor, front and side elevations'. Again, we can't use the custom field option, there isn't enough room for all the text.
Basically, we wouldn't have a problem if the custom fields were set as paragraphs and not just a single line of text.
Anyone have any ideas? Don't really want to have to abbreviate the information into the existing custom field boxes.
You are not able to amend the parameters of the invoices other than those within the custom form styles section. You can import your own style if you wish.. You will have to construct your own template within a word document and their are instructions how to do this from within the product. You will first have to activate the import styles option; select the
cog/gear icon in the top right hand corner of the screen > Quickbooks labs > toggle on/activate Import Style > Done > select the cog/gear icon > custom form styles > select new style > import style > Download instructions and samples > once you have created the document you will be able to upload it from this page by selecting the Upload your DOCX file.
So, I'm creating my own invoice templates in Word ready to export to QuickBooks. I've downloaded the list of QB invoice fields but the CIS rates, totals etc are missing. Where can I get a more comprehensive list of QB fields to use in my template?
Let me guide you on where you can get a comprehensive list of QuickBooks template fields, andrew18.
You can download them in the QuickBooks Online EZ Map Fields Catalogue. Then, map it with EZ Map fields to your custom design in .docx format (MS Word 2010+). If you need to start fresh, just use our samples.
Also, we need to avoid these following file types below before uploading your custom form. This may cause issues when importing your custom invoices in QuickBooks Online (QBO).
To learn more about importing your custom form styles, check out this article: Import custom form styles for invoices or estimates.
I've got a link here that provides you with articles about managing your customer transactions: https://quickbooks.intuit.com/learn-support/manage-customers-and-income/misc/02/uk-manage-customers-....
Fill me in if you need a hand with creating recurring transactions or any QBO related. I'll be here to ensure your success. Keep safe and healthy.
Sorry, I'm obviously not making myself clear, you're telling me to take steps I've already explained aren't working.
I need to include CIS fields in my custom designed invoice templates. Where are they? They don't appear on the list of available fields.
Let's make sure that they are mapped correctly before they were imported, andrew18.
There are guidelines on how we should enter the custom fields and the details that will import and these details are the linked articles provided by my colleagues. Aside from importing a data we can use the Memo fields when entering the CIS information.
We can import the template again map the fields:
I'll show you how to edit an existing template:
We're here to help if you have further questions. Take care!
Thanks for joining this thread and flagging this. The invoice style for importing templates is currently still in beta testing, and so is not as evolved as the system that is used for the standard invoice style that is used by default in the system. We'll certainly pass this on as feedback with our development team in the hopes that this can be added to the range of EZ map fields in the future. 🙇:female_sign:
I have had the same issues.
Also the invoices do not have the required note to ensure that customers need to account for the DRC. The QB answer was to type it in on every invoice, clearly not a practical solution.
Again, more things not being done to help users
I'd like to add my voice to the comments above - I too am trying to create a CIS invoice for my Quickbooks setup using a custom Docx template (this is a UK thing). However, there doesnt seem to be an EZ code available to allow me to map my CIS data to the template I have set up. So it can't be done. Inasmuch as you must be doing this anyway (after all, we can produce CIS invoices in Quickbooks using the statndard Quickbooks templates) surely all you need to do is tell us what EZ codes you are using so we can map them to our own invoice designs ourselves. Given the other limitations QBO imposes on us (e.g. can't use more than one logo on an invoice - so what do you do if someone wants to include a gas safety mark alongside their own logo on an invoice ; or cannot invoice from anywhere other than the standard address - so what about those who have 2 or more branches ?), this is not a big ask. I hope therefore QBO can address this one super quick as the custom template solution is proving essential to overcome some of these other problems.