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sebastiankegel
Level 2

New Invoices and Estimates removed Subtotals and Don't Allow Editing of Bill To and Ship To Addresses?

the button in your invoice that says "add product or services" is actually a drop down and you can add a subtotal there.

RhondaMC
Level 2

New Invoices and Estimates removed Subtotals and Don't Allow Editing of Bill To and Ship To Addresses?

It adds the word subtotal twice, once is under the description. This is not needed and even after I delete it, it returns. How can this be fixed?

 

Thank you

RhondaMC
Level 2

New Invoices and Estimates removed Subtotals and Don't Allow Editing of Bill To and Ship To Addresses?

The subtotal is added twice, once under description. I delete it and it just returns to be seen on my invoices. The new modern invoice, is not modern at all, it is very limiting. I was on a call with a QB Tech for 2 hours to at least get it tolerable. Who is making these decisions? I know someone has a way to make this better on your team. Thank you,

SashaMC
Moderator

New Invoices and Estimates removed Subtotals and Don't Allow Editing of Bill To and Ship To Addresses?

Hello RhondaMC, 

 

Thanks for chiming in and sharing your experience. To assess this better, could you please share a screenshot of what your current invoice template looks like so I can see the subtotal that was added twice?

 

I will be looking forward to your response! See you in a few. 

RhondaMC
Level 2

New Invoices and Estimates removed Subtotals and Don't Allow Editing of Bill To and Ship To Addresses?

Hello,

 

Please see below. This is the Modern Invoice.

 

Thank you,

RMC

JanbonN
QuickBooks Team

New Invoices and Estimates removed Subtotals and Don't Allow Editing of Bill To and Ship To Addresses?

Thank you for sharing a screenshot, @RhondaMC. I'm here to share details about Subtotal in QuickBooks Online (QBO).

 

When using the Modernized template, the subtotal is designed to appear under Product or service and in the Description columns when printing or sending your invoices.

 

If you prefer not to have the subtotal duplicated, you may opt for a different template. You can easily select an alternative template on the invoice creation page.

 

  1. Go to +New and select Invoice.
  2. Click Manage and hit Design to expand.
  3. In the Other templates section, choose another template.
  4. Print the invoice.OtherTemplate.jpg

 

Additionally, you can refer to this article about personalizing your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let us know if you have other concerns with subtotals and your invoices. We're here to help you in any way we can.

RhondaMC
Level 2

New Invoices and Estimates removed Subtotals and Don't Allow Editing of Bill To and Ship To Addresses?

Hello,

 

Thank you for responding. I do not have "subtotal" listed in my Products and Service Tab. I am using the Subtotal Dropdown feature for all of my invoices. You can only "see" the 2 subtotals listed when you print or send your invoice. It does not show when you are "in" the invoice. This only started happening when I went to the New Modern format. My previous invoices did not have this issue because we had custom created them. We have also walked through customizing the invoice and I did not see Subtotal as an option we could change, but please correct me if I am wrong.

 

Thank you,

RMC

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