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accounts-neog-or
Level 1

Is it possible to remove some fields on the customer invoice screen to reduce the number of tab key strikes required?

 
1 REPLY 1
IrizA
QuickBooks Team

Is it possible to remove some fields on the customer invoice screen to reduce the number of tab key strikes required?

I know a way where you can exclude other fields that aren't that important in your sales forms, Accounts.

 

In QuickBooks Online (QBO), you can customize the contents and fields within invoice transactions. To do this, navigate to the Gear icon and choose Custom form styles. If you want to remove the custom field from your form, you can go to the Custom Fields, then edit and exclude it. 

 

Follow the steps below: 

 

If you want to edit the Custom Form Styles: 

 

  1. Go to the Gear icon at the upper right corner and choose All lists
  2. Click Custom Form Styles.
  3. Press the New style dropdown located at the upper right corner. 
  4. Choose a transaction. 
  5. Tap the Content tab, and tap a section you want to edit. 
  6. Untick if you don't like the field to be seen in your forms. 
  7. Afterwards, you can click Done

 

If you want to remove the Custom field: 

 

  1. Go to the Gear icon and choose All lists
  2. Click Custom Fields.
  3. Under the Actions column, press the dropdown beside the Edit option if you'd like to make it inactive. Click Edit if not. 
  4. Within the Edit custom field window, untick the transactions you want to remove from your forms. 
  5. Once done, press Save

 

Additionally, you can utilize this website to learn more about how to customize your sales form: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

After you create an invoice and your customer pays it, you'll need to record it to balance the invoice transaction: Record invoice payments in QuickBooks Online

 

The community is always open to any questions you may have while using QuickBooks. 

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