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Join nowI 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
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.
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
RefNumber | Customer | TxnDate | DueDate | ShipDate | ShipMethodName | TrackingNum | SalesTerm | Location | Class | BillAddrLine1 | BillAddrLine2 | BillAddrLine3 | BillAddrLine4 | BillAddrCity | BillAddrState | BillAddrPostalCode | BillAddrCountry | ShipAddrLine1 | ShipAddrLine2 | ShipAddrLine3 | ShipAddrLine4 | ShipAddrCity | ShipAddrState | ShipAddrPostalCode | ShipAddrCountry | PrivateNote | Msg | BillEmail | BillEmailCc | BillEmailBcc | Currency | ExchangeRate | Deposit | ToBePrinted | ToBeEmailed | AllowIPNPayment | AllowOnlineCreditCardPayment | AllowOnlineACHPayment | ShipAmt | ShipItem | DiscountAmt | DiscountRate | TaxRate | TaxAmt | DiscountTaxable | LineServiceDate | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineClass | LineTaxable |
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | [email address removed] | [email address removed], [email address removed] | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | MP3 Player | Blue MP3 Player | 2 | 55 | TAX | |||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | [email address removed] | [email address removed], [email address removed] | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Leather Case | Leather Case | 2 | 10 | TAX | |||||||||||||||||||
101 | Janice Johnson | 01/10/2020 | 01/12/2020 | Ground | Net 30 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Thank you for your order! | [email address removed] | [email address removed], [email address removed] | 0 | N | Y | N | N | Y | 12 | Shipping | 0.02 | Y | Gift Cards | Gift Cards | 2 | 5 | TAX |
Hope it helps.
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