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Level 1

Is there any way to customize the BILL TO, SUB TOTAL and TOTAL fields ?

Hi,


I'm new to Quickbooks and as I have to bill in French language, I'd like to translate these fields in my invoice template:

 

BILL TO

SUBTOTAL

TOTAL TAX

BALANCE DUE

 

I've found how to customize other fields but not these one.

 

I also have another question: I have to generate 2 "invoices" for my clients: one detailled with the description of each tasks and one generic one, with only one line which says "please refer to the detail in attached for more informations".


What would be the most efficient way to deal with this? I currently generate my first invoice which is the "detailled" version, then duplicate it, create a new invoice with the same total and one line only. Is there any other method for this ? Can someone help ?

 

Thank you.

1 Comment
Level 15

Is there any way to customize the BILL TO, SUB TOTAL and TOTAL fields ?

you can not change the title of the fields

 

if you create two invoices for the same amount, your sales income is double.  Best to use an estimate for the cover "invoice", customize the estimate to say something like pro-forma invoice

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