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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!
can you share the screnshot of your invoice template?
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:
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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