Invoice Preparation

We would like to thank you for coming to our Community space, @BLACK. 

I understand the challenge you're facing. Currently, it seems that you can associate a purchase order (PO) to a bill, but not to an invoice. As a workaround, you can manually enter the PO numbers or project information into any available fields in the invoice. However, it would be really helpful if you could provide more details about your specific process and perhaps share some screenshots. This will allow me to gain a better understanding of your workflow and provide more targeted solutions. Thank you in advance for your cooperation, and I'll do my best to assist you further.

Please keep in mind that our forum page and this thread are both open for any additional questions or concerns. Take care always!

Thanks for the reply.

Screenshot provided. I'm only trying to insert text into the first line, be it PO number, Job Location, etc without "0.00" showing in the amount for that line. Now it seems the "0.00" shows up when add a blank to separate entries.

Hello there, @BLACK River Dave.

I appreciate you providing more details and a screenshot concerning your referenced projects totaling $0.00 on your invoice. Allow me to share some insights on the matter.

When you only enter a description for your item, the amount will automatically show $0.00. However, if you leave the Quantity and Rate columns blank, the Amount column will appear empty when you print or preview it. Just note that the quantity and rate columns will have zeroes under them when you do this. 

Additionally, a $0.00 doesn't show up under the amount column when you skip a line to separate the first item from the next. One of the possible reasons for this issue could be a cache buildup. To resolve this, you can try some basic troubleshooting steps. Let me share those with you.

1. Switch to a private or incognito browser.
2. Restart your browser.
3. Clear your browser's cache and cookies.
4. Add Intuit as a trusted site.
5. Use other supported browsers.

I'm leaving this article with more information on creating invoices from project expenses: Invoice customers for project expenses in QuickBooks Online.

You can also check this article out for when you need to send reminders to your customers: Send invoice reminders automatically or manually in QuickBooks Online.

Keep us posted if you have more questions about managing your invoices. We're just one post away to help.

1. I'm always in Private. Every time I close my browser, cookies and cache are cleared.

2. The 0.00 never showed as long as I deleted Quantity and Rate and re-deleted Amount. This is something new since I am being forced to accept a "revised" way to prepare an invoice tomorrow. The '0.00" value doesn't appear after deleting other columns until I try to print the invoice as a PDF. Try it....

3. The "0.00" showed up in the skipped line when I re-printed an old invoice using the new invoice format.

I like using QBO but I don't think it's ready to compete with Desktop. I need help with this issue.

Sincerely,

BRD

The article you referenced does not apply.

Note: This option isn't available yet for the new estimate and invoice layout. Find out which layout you have.

Hi Dave,

I know how flexible the Desktop version is when it comes to customizing sales forms and other transactions. Allow me to chime in and help you get the support you need for this issue with the new estimate and invoice layout in QuickBooks Online.

I've scanned through the thread, and I can see you've already submitted feedback and tried the necessary browser troubleshooting to fix the issue. It would be best to contact our QuickBooks Support Team to report the unusual behavior and perform the necessary actions on your behalf.

Our support for Plus, Essentials, and Simple Start is available from 6 AM - 6 PM PT (Monday - Friday) and 6 AM - 3 PM PT (Saturday). For Advanced, any time, any day.

Here's how you can reach them:

1. Click the Help tab in the upper-right corner.
2. Go to the Assistant tab.
3. Click Get help from a human.
4. Choose Chat with us or Have us call you.

We'll include any updates or improvements to the new layout in our article about the new estimate and invoice. For your reference and additional information, I've attached the article I find helpful in the future: See what’s new with estimates and invoices in QuickBooks Online.

Comment below if you have additional questions or concerns about the issue when entering a transaction in QBO. We're always here to help. Take care always.

Well after 1 1/2 hours on the phone with a customer support team member, the issue has been rectified.

I'm able to enter just a Description without the Amount for that line showing "0.00."

Also (and this is BIG) I'm also able to enter a flat fee for a product or service by erasing Rate & Quantity then enter the flat fee amount without "0" & "0.00" showing on the invoice!

I want to thank the QBO Support Team for fixing this issue.

Hello, Dave. 

I'm happy to know that our customer support team was able to assist you in resolving the issue you encountered while using QuickBooks Online. We always strive to provide our customers with the best possible service, so it's good to know that we were able to meet your expectations. 

In case you're interested in customizing or beautifying your invoices and importing your own template using an MS Word file, we have some detailed articles that you may find helpful. To customize invoices, estimates, and sales receipts in QuickBooks Online, you can check out our articles with step-by-step instructions:

• Customize Invoices, Estimates, And Sales Receipts In QuickBooks Online
• Import Custom Form Styles For Invoices Or Estimates

If you have any further questions or concerns, please don't hesitate to reach out to us. Our team is always available and happy to help you. Have a great day!

Just in case anyone reads this thread, QBO took away the ability to add a description field with text related to the Project Name, Project No. etc. without adding zero's for the total. Also QBO took away the ability to skip a line to add a space between lines on an invoice. The space appears when preparing the invoice but when it's printed, the space disappears. QBO team said I could purchase the more expensive version to be able to have these options. Shaking me down for more $$$.

As a previous user of QB Desktop Pro, it's evident QBO business model is to make the user pay more by taking away features from Desktop then forcing the user pay more to get them back.