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Since they have changed the invoicing as of 10/16/23, I cannot seem to hide the "Product or service" on my invoices, which I could do previously. I only need customers to see the "Description" because it has the details they need. It takes up too much space and is too wordy for my needs. Does anyone know how to hide it? I can't find it anywhere!
We would like to thank you for coming to our Community space, @lori2509. We know the new interface of our website has been puzzling you. With this insight that I am about to share with you it will save your time.
To be able to hide the product and service. Here's how:
Whenever you will create a new invoice form make sure you need to apply the custom form style that you created. Here's how:
Your customer will receive the form that you created, but if you would like to double-check it before sending you can use the Print or Preview button to view it.
I want to provide you with this article to guide you on going about this: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I'll also add a helpful links to help you manage your progress invoices: Set up and send progress invoices in QuickBooks Online.
If you have any questions or troubles, please don't hesitate to reply. I'm just one post away!
Here's the problem. Product/service is already unchecked but it's still showing up on the new invoice. I need to know how to get rid of it on this new invoice or be able to use my old invoice, which I like better anyway. As I created and printed 19 invoices yesterday, 2 of the 19 printed the old way. How can I get them to all go back to the old invoice?
Thanks for following up with the Community, lori2509.
I tested AldritchM's steps in our test drive account and was able to successfully remove my invoice's Activity (Product/Service) column from invoices after setting it as my default invoice template.
Here's an image showing my experience:
You'll want to confirm your preferred invoice template is set as the default from your Custom form styles screen. This can be accomplished by using the template's Drop-Down Arrow (▼) icon under your Action column, then selecting Make default.
You can also find many detailed resources about using QuickBooks in our help article archives.
Please don't hesitate to send a reply if there's any additional questions. Have a lovely day!
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