Invoicing

It's a pleasure to have you here in the Community, @AI8.

To remove the itemized total for each material in the invoice, we can customize the template and eliminate the Amount column. Take note that the data will still show on the screen but not on the printed form. 

Here's how:

1. On the Invoice page, go to the Formatting tab.
2. Select Manage Templates and double-click the template.
3. Choose the Additional Customization button.
   
   
4. Proceed to the Columns section and uncheck the box for Amount.
5. Lastly, click OK.
   
   

Additionally, let me share these articles on how to manage your invoices in QuickBooks:

• Create an invoice in QuickBooks Desktop
• Use and customize form templates

Fill me in if you have other questions about handling invoice transactions in QuickBooks. I'll be happy to help you. Keep safe!

Thank you,

Will the invoice still show the labor and materials total?

When I select an item from the "item list" it still populates the rate field which shows on the invoice preview to the customer. I'm hoping to either only show the itemized prices per item on my end or not show them at all and only show the material total and labor total on the invoice. The way I have been doing this so far is to manually create a word document listing the materials used, total everything there and copy/paste that into QuickBooks as a single "Material" line item. This method is time consuming and doesn't allow QuickBooks to track inventory.

I want to ensure this will be taken care of, @AI8.

You can customize the invoice template you use and follow the steps of my colleague, Rubielyn_J to uncheck the Amount box so it won't display the itemized total of the items on the form. You can also untick the box for Rate so it won't populate the rate field on the invoice form. I'll show you how:

1. In your QuickBooks Desktop (QBDT) program, go to the Customers menu.
2. Select Create Invoices.
3. Next, follow the steps 1-4 outlined above.
4. Then, uncheck the box for Rate.
5. Select OK twice.

For your reference in customizing your invoice template, feel free to check this article: Use and customize form templates. It also includes steps on how you can duplicate form templates in QBDT.

Also, in case you want to copy customized templates from one company file to another, you can easily export and import them. 

You can always post your QuickBooks questions here in the Community. I'm just a post away and will be glad to assist you once more. Have a great week ahead.

although this technically addresses the not itemizing materials issue, I would still like to show the materials total and labor total. After also consulting a few contractors who use the same software, I'm thinking this may not be possible and I will need to continue add up materials outside of QuickBooks and copy/paste the materials total as an independent line item.