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randychm
Level 1

Invoice Template - hide headers on PRINT not on the screen

I am trying to figure out how to hide the quantity, item code, description, rate and amount headers JUST from the invoice PRINT out and NOT on the screen. If I remove the heading titles in Layout Designer, it removes it from the screen when entering as well.

 

Any thoughts?

7 Comments 7
jamespaul
Moderator

Invoice Template - hide headers on PRINT not on the screen

Hello, randychm. 

 

I'll guide you on how you can remove those headers from the print out on your invoice template. 

 

Instead of using the Layout Designer, you'll want to remove the headers from the Additional Customization screen. You can remove the quantity, item code, rate and amount from the Print screen. Here's how: 

 

  1. Go to the List menu, then select Templates.
  2. Open your invoice template.
  3. Click the Additional Customization button.
  4. Go to the Columns tab.
  5. Uncheck the boxes under the Print section to remove the headers from the print screen.
  6. Click OK.

 

template1.PNG

 

You might also want to tweak your template layout in the Layout Designer screen. Removing certain headers might display the print preview incorrectly. 

 

For more details about customizing your form, you can check this article: Use and customize form templates

 

After tweaking your layout or template settings, you can start using the template on your invoice. Simply select it from the TEMPLATE drop-down menu on the invoice screen. 

 

If you need help recording other sales transactions, you can check out our articles for guides and details how: QuickBooks Desktop's Sales and customers topic page

 

I'll hear out your thoughts if you have other questions for QuickBooks Desktop's processes. Just use this thread and I'll help you out. 

randychm
Level 1

Invoice Template - hide headers on PRINT not on the screen

James, I do not want to hide the fields completely - just the headers when it  PRINTS. When I uncheck the "print box" it completely hides the entire field. I also cannot remove the headers in the Print Layout as it will not let me.

 

Adrian_A
Moderator

Invoice Template - hide headers on PRINT not on the screen

I appreciate you for getting back to us, randychm.

 

We can rename the header as spaces so the fields will not show on the invoice template. Let me guide you how:

 

  1. From the Lists menu, select Templates.
  2. Double-click the invoice template.
  3. Click the Additional Customization button.
  4. Go to the Columns tab.
  5. On the Description field, remove the name.
  6. Do the same on the other fields.
  7. Click OK and then OK.

 

 

Feel free to save this reference as your guide in customizing the templates: Use and customize form templates.

 

I'll be around if there's anything that I can help. Take care!

randychm
Level 1

Invoice Template - hide headers on PRINT not on the screen

Sorry if I am not being clear,

 

I need to have the field names show ON SCREEN but NOT on print. your solution removed them from both. How can I have the field headings show ON SCREEN when entering invoice but not on print?

MaryLandT
Moderator

Invoice Template - hide headers on PRINT not on the screen

I'm here to help hide headers when printing invoices, randychm.

 

You can start over with the steps by rebooting QuickBooks Desktop. Sometimes, changes will take effect if you refresh the software.

 

Then, you can follow again the steps provided by my colleague @jamespaul. Simply uncheck those fields that you want to hide when customizing the template.

 

Use the Print section under Columns when hiding the quantity, item code, description, rate, and the amount will hide them when you print the form. Then, use the Screen section under Columns and mark boxes when showing fields on the form.

 

See the attached screenshot below for your visual guide.
hide fields when printing an invoice.PNG

 

You can also use the Layout Designer button to drag and move columns anywhere on the form. Or visit again this link for additional information: Use and customize form templates.

 

I'm also adding this link for solutions when you run into some issues with the form: Learn how to fix common template issues.

 

Let me know if there's anything else I can help you with customizing sales forms in QuickBooks. I'm always right here to provide the steps.

randychm
Level 1

Invoice Template - hide headers on PRINT not on the screen

My message is not being understood, again.

 


I need to hide HEADERS but the content in those.

 

Example I need to hide "ITEM" but show "Printing" (what I enter for that field).

 

HEADERS hid on PRINT, visible on screen but DETAILS need to be printed on each invoice and screen as well.

 

Does that make sense?

 

 

LieraMarie_A
QuickBooks Team

Invoice Template - hide headers on PRINT not on the screen

Thanks for clarifying, @randychm.

 

Are you trying to print on a pre-printed invoice form? Being able to hide the titles, but not the content, when printing would be handy. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one. 
 
You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

 

  1. Go to the Help menu.
  2. Choose Send Feedback Online and select Product Suggestion.
    Capture.PNG
  3. Click the Product Area drop-down menu and select Reports.
  4. Enter your comments or product suggestions.
  5. Select Send Feedback.

 

In the meantime, you may consider creating a blank template. Doing this allows you to select it whenever you need to print an invoice.

  1. Go to the List menu, then select Templates.
  2. Open your invoice template.
  3. Click the Manage Templates button. 
  4. Select Copy and give it a new template name.
  5. Click OK.
  6. Click the Additional Customization button.
  7. Delete all the Header and Column titles you'd like to exclude when printing. Once all done, click OK.
    Capture.PNG
  8. Then, OK.

 

When it's time to print your invoice, select the blank form template. Then, print it.
Capture.PNG

 

Additionally, you can create multiple forms in QBDT and print them all at once.

 

We’d love to hear from you. If you have any other questions, just let me know and I'll be happy to help. Thanks again for reaching us and have an awesome day!

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