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sikich
Level 1

How do you delete product items on my invoices

Please tell me how to delete product items on my invoice template. And where can I find tutorials online?

 

1 Comment 1
jamesjdt
Moderator

How do you delete product items on my invoices

We can customize how the invoice appears to your customer, which includes the option to remove or hide product items, sikich.

 

If you're referring to the recurring invoice template, we can update it directly from the Recurring Transactions page. Here's a step-by-step guide:

 

  1. Click Settings (gear icon) in the upper-right corner of the Dashboard page.
  2. Select Recurring transactions and look for the invoice template, then Edit.
  3. Remove the product items by clicking the trash bin icon.
  4. Finalize it by clicking Save template.

 

Keep in mind that these changes will only apply to the future occurrences of the invoice template. For any existing invoices, we'll need to manually edit them and remove the items individually.

 

If you want to completely remove the product items from customer's visibility, can update the forms. Here's how you can do it:

 

  1. Click Settings (gear icon) in the upper-right corner of the Dashboard page.
  2. Select Custom form styles, then click Edit for the template you want to adjust.
  3. Go to the Content tab and navigate to the invoice table.
    invoice table.png
  4. Uncheck the Product/Service box, then click Done to save your changes.

prod-ser.png


Next, ensure you're using the correct invoice template:

 

  1. From your invoice page, click Manage.
  2. In the Design section, select the appropriate invoice template.invoice design.png
  3. Click Save to finalize the changes.
  4. Select Print or Download, then click Print to review.
  5. Confirm that product items are no longer visible on the invoice sent to your customer.

 

For additional guidance, check out these tutorial videos on managing invoices and other transactions in QuickBooks Online: 

 


If you need further assistance, feel free to reach out. We're here to help.

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