Thank you for turning to the Community about your invoicing concern, jennies64.
It's important to ensure that your invoices accurately reflect your business practices, and it can be difficult when you encounter obstacles in doing so. Allow me to guide you in the right direction to remove the ship date field.
If you're using Simple Start, Essentials, and Plus users, you'll have to manually create the invoice one at a time. When making one, turn off the Shipping option first on the Custom Form Styles page.
Here's how:
- In your company, head to the Gear icon in the upper right and choose Custom form Styles under Your Company.
- Click the New style drop-down and select Invoice.
- Choose the template you wish to use from the list and enter the name in the field box.
- Head to the Content tab and highlight the header section of the template to see more options.
- Untick the Shipping box.
- Click Done for the changes to take effect.
Now that you've completed these steps, you're all set to utilize the newly created invoice template. Moreover, QuickBooks Online Advanced users have the option to efficiently enter and send multiple invoices using the Batch transactions feature.
To gain more insights about customizing the sales forms templates in the old and new layouts, refer to this article for more details: Customize invoices, estimates, and sales receipts in QuickBooks Online.
I have assembled some resources that cover topics related to customer payment management and other sales-related tasks. To gain a comprehensive understanding of the process and access detailed information, please click on the link below:
Feel free to contact me again if you have any further inquiries or if there are any other issues regarding invoicing or the information transferred to QBO. I am always available to assist you in any way possible. Have a great day, @jennies64.
