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Buy nowI'm new to QBO, having migrated from Desktop. On my new invoices I see the Product/Service item that I created, but that same item shows on the invoice I send my client.
I don't care which template I'm using, the old or the new, I just want to send an invoice with my client without them seeing my Product/Service names. I've circled the items in red. (see attachment)
thanks!
Hi there, @FajitaShorty.
I understand this is new to your end, so let me share some insights about customizing an invoice without showing the Product/Service names.
QuickBooks Online gives you the tools to create personalized and professional-looking invoices.
Here's how to customize your invoice without showing your Product/Service names.
Step 1: Create a new template.
Step 2: Customize the appearance.
Let's start with the layout and the design. You'll see a preview of the changes in the template as you make changes.
Step 3: Customize the info on your forms.
There are several options for customizing the details of your forms.
Here is the photo for your reference:
Moreover, I'll be sharing the following resources to help personalize and manage your invoices in QBO:
Convert an estimate into an invoice in QuickBooks Online.
Record invoice payments in QuickBooks Online.
If you require additional guidance, please don't hesitate to respond to this message. Keep safe!
Thank you, Ill try this out later today!
I followed your directions but the item sis still visible on the invoice. Perhaps I'm still using an old template, is there a way to check?
I see that you tried to exclude the Products/Services in your invoice, FajitaShorty. Let me share some steps that can help you.
Since you already followed what @Shania_C said but still you weren't able to exclude it from your invoice, I suggest that you Clear the cache and cookies to fix the issues. If it continues, you can use a private browser.
Here are some shortcut keys that will route you to a private browser:
If the issue persists, I recommend calling our Online Team Support so that they can help you further and investigate this matter. Kindly follow these steps to initiate contact with them:
If you already receive a payment from your invoice, you may use this article as a guide to record the payment of your customer: Record invoice payments in QuickBooks Online.
You're always welcome to reply to my post whenever you have further concerns or information regarding customizing your invoice. I'm here to assist you with your concerns. Stay safe.
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