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Biggs
Level 1

Quarterly Memorized Invoice Detail

We have customers that receive quarterly invoices. Unfortunately these invoices do not all start on a calendar quarter. If a customers account starts today 11/24/20 their quarter runs to 01/24/21. I understand how to make these transactions. What I would like to know is there a way for the quarter dates to automatically print on the invoice? IE this invoice would show somewhere "Billing for quarter 11/24/20-01/24/21".

1 Comment 1
MirriamM
Moderator

Quarterly Memorized Invoice Detail

Welcome aboard to the QuickBooks Community, Biggs.

 

Yes, there is. You have the option to add a column for Billing for Quarter on your invoice template. From there, manually enter the dates. 

 

Follow the steps below to add a column:

  1. Go to the Lists menu at the top, then select Templates
  2. Locate and double click the Invoice template you use when creating the invoice. 
  3. Tap the Additional Customization... button at the bottom. 
  4. In the Columns tab, put a check for Other 1 on the Screen and Print box. 
  5. Enter the Title you want to show on the invoice form, for example, Billing for Quarter. 
  6. Hit OK.

Once done, create an invoice and make sure to select the template you created. From there, it will show the additional column. 

 

Refer to this article for the details: Use and customize form templates.

 

In case you'll encounter issues when customizing templates, see this resource: Fix common issues when you use and customize templates.

 

Stay in touch with me if you need anything else. I’m more than happy to help. Have a great day!

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