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Level 4

Customise invoice need to retain Shipping Address but delete Ship Date, Via, Tracking, Rep No but they seem to be tied - also where to put payment methods?

 
3 REPLIES 3
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QuickBooks Team

Customise invoice need to retain Shipping Address but delete Ship Date, Via, Tracking, Rep No but they seem to be tied - also where to put payment methods?

Hello there, @communityoil.

 

I'm glad you've reached out to the QuickBooks Community. Let me help share some information about the invoice template in QuickBooks Online (QBO) for UK.

 

Once you display the Shipping option when customizing forms in QBO, this will include the information such as Ship Via, Tracking and Rep No. Right now, there's isn't a way to remove it.

 

However, you have an option to import custom form styles in DOCX format from Word. From there, you can map the template field. To do this, you can follow the detailed steps in this article: Uploading invoice template to QuickBooks.

 

Now, if you'd like to add your payment method for your invoices in QBO, here's how:

  1. Go to the Gear icon, then select All Lists.
  2. In the Lists page, select Payment Methods.
  3. In the Payment Methods page, click New.
  4. Enter a name for the new payment method.
  5. Click Save.

For additional reference, you can check this article: Add or modify the accepted credit card types in my QuickBooks Online

 

That should do it! Feel free to leave a comment below if you have additional questions about the invoice template or updating payment method. I'll be around to help. 

Highlighted
Level 4

Customise invoice need to retain Shipping Address but delete Ship Date, Via, Tracking, Rep No but they seem to be tied - also where to put payment methods?

Apologies, I was not specific enough in the second part of my request.  However, you seem very knowledgeable so I will try to explain:  In customising my invoices I would like to include on the invoice a box containing the methods of payment available to the customer with full details.   How can I do this?

Kind Regards

Geoff Stephens

Highlighted
QuickBooks Team

Customise invoice need to retain Shipping Address but delete Ship Date, Via, Tracking, Rep No but they seem to be tied - also where to put payment methods?

Hello Communityoil

 

You can add a footer with the payment details in for your customers which will then display at the bottom of your invoice.

 

To do this go to the cog in the top right>custom form styles>edit on form you are using>select content>in add payment details and footer enter the information and then save by hitting on done

 

Any questions let us know

 

Emma