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March 2, 2020
Question

Custom Invoice Template

  • March 2, 2020
  • 2 replies
  • 0 views

I have created invoices several months in advance, recently I need to change the wording in the custom message on the invoice. All prior invoices I created will not display the change I made, no wording shows. How do I go about fixing 300 prior invoices to all display the message? I have edited the existing template and added the wording and

2 replies

MarsStephanieL
Level 6
March 2, 2020

Hello there, HoncoopGold19.

 

As of now, the feature to edit the invoice's template by batch is unavailable. No worries, I will submit an entry for a feedback in your behalf so our Product Developers can see it. Some of the features added on the updates was based on our customers, they'll assess it first and try it on beta.

 

You can still edit it manually, to change the template. But I think you'll have to choose the recent ones so that you'll not get too tired on changing 300 invoices. Then moving forward, you'll just have to use the updated template.

 

Also, you can check this article for more information about customizing transactions: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

I'm just one comment away if you need further assistance. Have a good one.

Fiat Lux - ASIA
Level 14
March 3, 2020

@HoncoopGold19 

Explore the 3rd party migration tool to modify it in bulk. Export your invoice data to XLS, modify the message, and import them back. Make sure to set the setting in the tool to avoid data duplication prior importing them back.

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

The template to be imported should be like this

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order![email address removed][email address removed], [email address removed]   0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order![email address removed][email address removed], [email address removed]   0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order![email address removed][email address removed], [email address removed]   0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX

 

Hope it helps.