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nclaggieland
Level 2

Emailing invoices with item detail

We have QB Desktop Premier 2020 Nonprofit version.

When emailing invoices, I had the invoices attached so that our members could see the breakdown of our yearly dues/fees.  However, the invoice only shows the item amounts (for example it will show line by line $30, $30, $35...) but no item description.  I've done some research and it seems that I need to change something in the Account Settings, but I don't have a Gear icon anywhere to get to it.

 

Help!

4 Comments 4
Fiat Lux - ASIA
Level 15

Emailing invoices with item detail

can you share the screnshot of your invoice template?

nclaggieland
Level 2

Emailing invoices with item detail

Here it is.  Dollar amounts but no item description.

nclaggieland
Level 2

Emailing invoices with item detail

I hope this works!  Here's the screenshot.

MirriamM
Moderator

Emailing invoices with item detail

Hello again, nclaggieland. I appreciate your prompt response especially for adding a screenshot. 

 

To isolate the issue, I recommend checking the item information. This is to verify if there is a description entered in the Description field.

 

To confirm. here's what you'll need to do:

  1. Click the Lists menu at the top. 
  2. Select Item List
  3. Locate the item, then right-click to pick Edit Item.
  4. Go to the Description section and check if there is a description entered.

If there's no description entered, then that is the reason why it is not showing on the invoice when emailing. To fix, you'll need to enter a description for the item. Once done, try to create an invoice again and check if it works. 

 

To learn more about creating an invoice in QuickBooks Desktop, check this article: Create an invoice in QuickBooks Desktop.

 

Leave me a comment below if you have any other questions about statements. I'm always here to help!

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