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Level 1

Invoice template modification

Hello, everyone.

We use the PRODUCT/SERVICE on invoices, but would like for the data we use there NOT

to print on the invoice. Does anyone know if this is possible? I can't find any references for it but hoping someone else has found a way.

Again, the data in the PRODUCT/SERVICE column is only meaningful to us internally and looks strange when printed on the invoice. We want to use the field, but would like to suppress it from printing on the customer's invoice.

Using QuickBooks Online Plus.

Thank you very much!

Elaine

Solved
Best answer February 20, 2019

Best Answers
Highlighted
QuickBooks Team

Invoice template modification

Thank you for posting here in the Community, @eemahaffey.

 

I'd be delighted to help you print invoices in QuickBooks Online which exclude the product/service.

 

You may need to edit/customize the invoice template to exclude the Product/Service when printing the invoice created. Let me show you how.

 

  1. Go to the Gear icon.
  2. Select Custom Form Styles.
  3. Select the template you're using.
  4. Click on Edit under Action.
  5. Go to the Content column and click on the content section of the invoice.
  6. Under Columns remove the check-mark beside Product/Service.
  7. Click Done.

Once done, editing the template, start creating and printing your invoices.

To learn more about customizing templates in QBO, you may check this article: How to customize invoices, estimates, and sales receipts.

 

Don't hesitate to reach out to me directly if you have any other questions about printing invoices. I'll be right here to help you!

View solution in original post

4 Comments 4
Highlighted
QuickBooks Team

Invoice template modification

Thank you for posting here in the Community, @eemahaffey.

 

I'd be delighted to help you print invoices in QuickBooks Online which exclude the product/service.

 

You may need to edit/customize the invoice template to exclude the Product/Service when printing the invoice created. Let me show you how.

 

  1. Go to the Gear icon.
  2. Select Custom Form Styles.
  3. Select the template you're using.
  4. Click on Edit under Action.
  5. Go to the Content column and click on the content section of the invoice.
  6. Under Columns remove the check-mark beside Product/Service.
  7. Click Done.

Once done, editing the template, start creating and printing your invoices.

To learn more about customizing templates in QBO, you may check this article: How to customize invoices, estimates, and sales receipts.

 

Don't hesitate to reach out to me directly if you have any other questions about printing invoices. I'll be right here to help you!

View solution in original post

Highlighted
Level 1

Invoice template modification

Perfect! We can still enter and use the data but not clutter up the invoice with it.

Thank you so much!

Highlighted
Level 1

Invoice template modification

We invoice fleet accounts quarterly and I want the dates of transactions to show but only for one of our customers.  How do I change just their invoice?

Highlighted
QuickBooks Team

Invoice template modification

Hi, @Tspholdings.

 

I'd be happy to help you today so you'll be able to create invoices for your customer with the desired information/template.

 

For me to give you the right amount of information and to verify this further, are you trying to change the invoice information of your customer?

 

If you want to change the invoice information, you can simply locate the invoice and make the necessary changes.

 

  1. Click on Sales at the left pane.
  2. Select Invoices.
  3. Look for the your customer's invoice.
  4. Make the necessary changes.
  5. Click Save and close.

However, if you're trying to create a new template for that specific customer, you can import a custom form style for invoices and use that style when creating invoices for your customer.

 

For the detailed steps and instructions, you may check this article: Import custom form styles for invoices or estimates.

 

Please feel free to add a comment below if you have any other QuickBooks questions and if you're referring to something else. I'll be right here to help you!

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