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271
Not applicable

Invoice

Is it possible to have an entry for shop supplies in the amount of $5.00 automatically appear as a line item on the invoice each time you click on 'Create Invoice'.  Apparently my salesmen do not want to remember to enter the shop supplies line item each time they create an invoice.

3 Comments
QuickBooks Team

Re: Invoice

I got an option for you, 271.

 

You can memorize the invoice and make it as a template. Then, each time your salesman creates an invoice, he can just pull it up from the Memorized Transactions List by pressing Ctrl + T. Or, he can go to Lists and click on Memorized Transactions List to find it.

 

Please go back to this thread if you have additional questions in mind.

 

Have a good day!

271
Not applicable

Re: Invoice

Yes, that is one option.  However, salesmen just want to click on create invoice and have a shop supplies entry already be there.  This will be applied to every invoice and they do not want to have to remember to do anything else.  They just want it to appear automatically.

QuickBooks Team

Re: Invoice

Thanks for getting back to this post, @271.

 

Allow me to join this thread and share some more insights about creating an invoice in QuickBooks.

 

Currently, the option for entry to automatically show as a line item on an invoice is unavailable. You'll have to manually choose an item and enter its amount. The suggestion given by my colleague is the best resolution we have.

 

I want you to know that your voice matters and I'm submitting feedback on your behalf. Feedback is sent to the Management Team to determine what we need to implement moving forward to provide the best QuickBooks experience.

 

I encourage you to do the same for this request to get more votes:

  1. Click the Help menu bar.
  2. Scroll down to Send Feedback Online.
  3. Select Product Suggestion.
  4. Choose Product Suggestion for the Type of Feedback.
  5. Product Area is optional.
  6. Enter your suggestion.
  7. Click Send Feedback.

There you have it, 271. Keep me posted if there's anything else I can help you with. Please know that it's my priority to help you achieve your goals with QuickBooks. Have a wonderful day ahead.

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