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Vibolc
Level 1

how to set default date and time on invoicing/sale receipt when we printing out

Dear All, 

I am Vibol, now i have a problem with  printing bill/Sale receipt and need date and time to show up on it. So, how can i do? or could you please help me on this issue?

 

Thanks in advance.

 

Sincerely yoours,

Vibol.

Solved
Best answer March 08, 2018

Best Answers
Dwayne
QuickBooks Team

how to set default date and time on invoicing/sale receipt when we printing out

Hello Vibolc,
 

The date is set to show up on invoices and sales receipts by default. You are able to set a different service date by going to Company Settings > Sales > Sales form content

 

If that doesn't help out, would you be able to send me a screenshot of your sales receipt?

 

I'll keep an eye out for your reply. 

View solution in original post

8 Comments
Dwayne
QuickBooks Team

how to set default date and time on invoicing/sale receipt when we printing out

Hello Vibolc,
 

The date is set to show up on invoices and sales receipts by default. You are able to set a different service date by going to Company Settings > Sales > Sales form content

 

If that doesn't help out, would you be able to send me a screenshot of your sales receipt?

 

I'll keep an eye out for your reply. 

View solution in original post

Vibolc
Level 1

how to set default date and time on invoicing/sale receipt when we printing out

Thank you very much for this email my dear. this is helpful as the date but i would like to time also. example : current date is 09-Mar-2018 2:59PM.

MichelleT
Moderator

how to set default date and time on invoicing/sale receipt when we printing out

Hi there, @Vibolc,

 

QuickBooks Online is unable to show the time on invoice/sales receipts. As a workaround, you can add a custom field and manually enter the time so it appears everytime you print an invoice.

 

Here's how:

 

1.    Click Gear icon
2.    Select Custom Form Styles.
3.    Locate the template you’re using and click Edit.
4.    Click the Content tab.
5.    Click the top part of the sample invoice.
6.    Click + Custom field.
7.    Check the box and enter a name like Time.
8.    Click Done.
9.    Make sure you’re using the correct template by clicking Customize at the bottom of the invoice.

 

If you want to see all invoices with the time they were created, here's how you can do that:

 

1.    Click Reports on the left panel.
2.    Search for Invoice List.
3.    Click the Customize button.
4.    Click Rows/Columns.
5.    Add Create Date.
6.    Click Run report.
7.    Click Save customization to save the changes and for you to easily open the report the next time you need to view the details.

 

You can also send product suggestions to our developers. Here are the steps:

 

1.    Click the Gear icon.
2.    Select Feedback.
3.    Enter your feedback and suggestions.
4.    Click Next.
5.    Select Feedback for the Category.
6.    Click Send message.

 

Feel free to reach out to me if you have additional questions about customizing invoices/sales receipts.

Likra
Level 1

how to set default date and time on invoicing/sale receipt when we printing out

On Quickbooks desktop 2019 is it possible to have a print date show on my invoices? On past due invoices I want the original invoice date when it was first created to stay the same. But when it is a month past due I need a print date showing that I am resenting. Any help appreciated.

MadelynC
QuickBooks Team

how to set default date and time on invoicing/sale receipt when we printing out

Thanks for visiting us here in the Community, @Likra.


It's my pleasure to assist and provide you ways on how to show the print date on your transaction.


In QuickBooks Desktop, you can create another custom field in the customer’s invoice to show the print date. I can show you how:

 

  1. Go to the Customers menu then choose Customer Center.
    template.PNG
  2. Select the customer and click the transaction.
  3. Under Formatting menu at the top, press Manage Templates.
    template.PNG
  4. From the template window, click OK.
    template.PNG
  5. Select the Additional Customization button.
    template.PNG
  6. Tick the box in Other option and name it as "Print Date."
    template.PNG
  7. Click OK then OK

template.PNG
You can also edit the date period of the transaction and change it to the print date if you prefer. 


To keep track of your finances, you can always run and customize reports in QuickBooks to know every detail of your business. We also have recommended reports that help you modify information depends on your needs: Customize reports in QuickBooks Desktop.


Please know that we’re always here whenever you need help. Take care. 

Likra
Level 1

how to set default date and time on invoicing/sale receipt when we printing out

I can get the print date box to appear but how do you get the date to automatically generate? I don't want to have to hand enter on each invoice before printibg.

Likra
Level 1

how to set default date and time on invoicing/sale receipt when we printing out

I can get the print box to appear on the template but how do you make the date automatically generated when printed? I don't want to have to hand type a date on each invoice before printing. Thanks for the help

AlcaeusF
Moderator

how to set default date and time on invoicing/sale receipt when we printing out

Hello there, @Likra.

 

I appreciate you for getting back to us here in the Community. Let me share some clarification about the custom fields.

 

The steps provided by my peer is a workaround to the information you need in invoices. Currently, an automated way to generate the Print date is unavailable.

 

Also, I can see how the workflow you're looking for is beneficial to your business. We always update the features, and this preference might be available in the future. 

 

As we assess this, I suggest you visit the New Features section to stay updated with all the changes that are being made (see screenshot below).

 

 

Also, I've attached some articles for a user to learn more about customizing templates for your sales transactions:

 

Drop me a comment below if you have any other questions. I'll be more than happy to help. Wishing you a good one.

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