cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
paolo-unitd
Level 1

Adding the date of a service on an invoice

 
1 REPLY 1
Aldren18
QuickBooks Team

Adding the date of a service on an invoice

Let’s add service dates to your invoices to ensure timely and accurate billing, Paolo.

 

In QuickBooks Online (QBO), we can easily include a Service Date column on your invoices by enabling the designated option within Account and Settings. This helps streamline your billing process and improves record accuracy.

 

For a more detailed walkthrough, here's how:

 

  1. Click the Gear icon in the upper right corner of QBO.
  2. Select Account and Settings.
  3. Go to the Sales tab.
  4. Click the Pencil icon to edit the sales form settings.
  5. Turn on the Service Date option.
  6. Save your changes, then click Done.

 

I’ve included a screenshot below for your reference.

 

image (43).png

 

Once enabled, please review your invoice to confirm the Service Date column is visible.

 

image (44).png

 

If the column is missing, activate this feature directly within the Invoice settings to ensure the service date will show. Please refer to the attached illustration below:

image (45).png

 

After activation, the Service Date column will appear on your invoices, allowing you to enter the date for each line item.

 

To help you further optimize your invoicing, here’s a helpful resource on how to customize your invoices to reflect your brand’s unique identity: Customize invoices.

 

If you have any questions or need additional support, feel free to reach out here anytime. The QuickBooks Community team is always here for you.

Need to get in touch?

Contact us