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SSLLC
Level 2

changes to invoicing

I just found the new QB invoicing system and am extremely frustrated!!!!!!!!!!!  my past due invoice now has a totally unnecessary line that I can't change!!!  does anyone know how to fix it??  

 

09/13/2023 Balance Forward xxx
Other payments and credits after 09/13/2023 through 10/30/2023 0.00
10/31/2023 Other invoices from this date 0.00
New charges (details below) xxx
Total Amount Due xxx

 

Thanks.  

1 Comment 1
Jane Reyzel
QuickBooks Team

changes to invoicing

Seeing changes on your Invoice's layout is indeed frustrating, @SSLLC. 

 

I understand that the Other invoices from this date --- 0.00 line is unnecessary for you and want to remove it. Currently, we don't have the option to delete that line alone, but we can remove the whole section. 

 

Please note that removing the Account Summary section will delete all lines on it. 

 

Here's how:

 

  1. Visit the Sales tab.
  2. Under Invoices, click the specific invoice you want.
  3. Then, Edit Invoice.
  4. On the upper right corner, click Switch to old layout.  (Please note that once switched, you can't go back to the new layout.)
  5. Go to the upper right gear icon ⚙︎.
  6. Click Change what your customers see.
  7. Choose Content then click the second box.
  8. Next, uncheck Show on Invoice.
  9. Hit, Done.

 

To enhance your QuickBooks Online experience, I also suggest you send feedback to inform our Product Development Team about the line you find unnecessary. 

 

Feel free to reply below for more questions. Have a nice day. 

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