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Community Explorer **

Cannot get subtotal and tax to show on custom invoice template for tax exempt customers

I have created a custom template in Word, but I cannot get the subtotal or sales tax to show when I print preview the invoice.

 

It will show the subtotal and tax for customers who are taxed, but I have some customers who are out of state that I do not charge sales tax to, and when I try to use my template it shows blank for BOTH sales tax and the subtotal. Is it possible to get the tax to show as 0.00 and keep the subtotal of the line items?

 

If I try to use any other EZ Map field for tax other than <tax>, I can't view the print preview because instead of it showing the preview, it tries to download it as a file named Print that doesn't have an file extension. This happens in Chrome, Firefox, and IE. If I use <taxrate>, <taxamount>, or <netamount> it tries to download that invalid file. I have contacted support yesterday for 2 hours to no solution to that problem. QBO Issue.PNG

Please advise...

Solved
Best answer 02-05-2019

Accepted Solutions
QuickBooks Team

Re: Cannot get subtotal and tax to show on custom invoice template for tax exempt customers

Hey @tmires.

 

Here in QuickBooks, we strive hard to help all of our customers as best we can. I understand how you feel about your experience with our phone/chat support. 

 

Allow me to discuss a few details with you about the template mapping and help you correct it.

 

When importing an invoice template, it downloads as a “Print” file due to an incorrect mapping. To avoid this, you can continue using the “<tax>” mapping of your sales tax in the template.

 

Also, you'll need to import a separate template for your taxable and non-taxable customers. This way, you can enter 0.00 on your non-taxable customer's sales tax line to avoid seeing a blank line. Please follow these steps:

  1. Edit your template. Enter “0.00” instead of “<tax>” in the sales tax field.
  2. Click on the Gear icon, choose Custom Form Styles.
  3. Click on Save and upload your file box to choose a file.
  4. Click on Next to Continue.

When printing the invoices, you can switch between your templates for your taxable and non-taxable customers by clicking on Customize from the invoice.

 

Feel free to read this article for more information: Import Custom Form Styles for Invoices or Estimates.

 

Let us know if you have any other concerns. We'll be here to help you.

5 Comments
QuickBooks Team

Re: Cannot get subtotal and tax to show on custom invoice template for tax exempt customers

Hey @tmires.

 

Here in QuickBooks, we strive hard to help all of our customers as best we can. I understand how you feel about your experience with our phone/chat support. 

 

Allow me to discuss a few details with you about the template mapping and help you correct it.

 

When importing an invoice template, it downloads as a “Print” file due to an incorrect mapping. To avoid this, you can continue using the “<tax>” mapping of your sales tax in the template.

 

Also, you'll need to import a separate template for your taxable and non-taxable customers. This way, you can enter 0.00 on your non-taxable customer's sales tax line to avoid seeing a blank line. Please follow these steps:

  1. Edit your template. Enter “0.00” instead of “<tax>” in the sales tax field.
  2. Click on the Gear icon, choose Custom Form Styles.
  3. Click on Save and upload your file box to choose a file.
  4. Click on Next to Continue.

When printing the invoices, you can switch between your templates for your taxable and non-taxable customers by clicking on Customize from the invoice.

 

Feel free to read this article for more information: Import Custom Form Styles for Invoices or Estimates.

 

Let us know if you have any other concerns. We'll be here to help you.

Community Explorer **

Re: Cannot get subtotal and tax to show on custom invoice template for tax exempt customers

Okay, I will deal with using 2 templates as a workaround. I am having another problem with getting the "Amount Received" to show on my custom invoice. I used the <amountpaid> mapping but its showing blank. What mapping do I need to use for the payment received to show on the invoice?

QuickBooks Team

Re: Cannot get subtotal and tax to show on custom invoice template for tax exempt customers

Thanks for getting back to me, @tmires.

 

Allow me to give you some information about the columns and mapping on your invoice template.

 

The Amount Received column on your invoice gets blank when there's no applied payment recorded. When payments are made, you can map the payments under Amount Paid/Payment.

 

Also, you’ll need to apply first the payments to the invoices in order to show them on the invoice. Let me show you how.

  1. Open the invoice.
  2. Click on Receive Payment below the Balance Due.
  3. Enter the necessary information.
  4. Click on Save and Close.

Once done, you can verify if the amounts appear on the preview of your invoice. 

 

Let me know if you have any other concerns. I’ll be here to help you.

Not applicable

Re: Cannot get subtotal and tax to show on custom invoice template for tax exempt customers

I'm having the same problem, and I created two templates for taxed and non-taxed situations, but in both cases the subtotal isn't mapping correctly, it always shows as blank. Any ideas?

Anonymous
Not applicable

Re: Cannot get subtotal and tax to show on custom invoice template for tax exempt customers

Hello, @kylevisional.

 

I appreciate you joining in the thread about the subtotal showing on your custom template. Allow me to help provide some insights.

 

In QuickBooks Online, the subtotal will only show if the items entered are taxable. However, for non-taxed items, the subtotal won't show regardless of the template you're using. 

 

 

 

If you need to add a subtotal on your invoice, you can do so by clicking the Add subtotal button when creating the invoice.

 

 

 

 

Hope this answers your question. Should you need other references in the future, you can visit our help site for articles and other information.

 

Let me know if you have additional questions about your custom template. I'd love to help however I can. Have an awesome weekend.

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