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Senior Explorer *

Item Name/Code Not Showing in Invoice Template

Hi, I'm using the template "Intuit Service Invoice", coming along with my QB Pro 2018.

 

I've defined a Service Item, with name/code and description. Then when I use this template to generate invoice, I found that everything else (description/rate) is in the table, except "Item Name/Code".

 

When I edit the template by "Additional Customization" => "Columns", to my surprise, the "Item Name" is checked by default, but somehow it just won't show up in the table layout. Please refer to the screenshot below.

Screenshot.png

 

Am I missing something? Any idea?

 

Thanks!

 

Solved
Best answer 12-03-2018

Accepted Solutions
Established Community Backer ***

Re: Item Name/Code Not Showing in Invoice Template

It's Required on screen and Always Shows.

 

You need to Checkmark for Print View. Also include the Footer fields for Total, Payments/Credits Applied, and Balance Due.

 

Intuit doesn't set these up for you. You Customize.

5 Comments
BRC
Established Community Backer ***

Re: Item Name/Code Not Showing in Invoice Template

Are you saying you can't see it when you create an Invoice using this template and are entering data?  If so that's new/weird.

Senior Explorer *

Re: Item Name/Code Not Showing in Invoice Template

Yes, actually if you look at my screenshot above, to the right side, "Item" is not showing up in the preview. 

 

The first column is "Description", even though "Item" is specified as Column 1

Established Community Backer ***

Re: Item Name/Code Not Showing in Invoice Template

It's Required on screen and Always Shows.

 

You need to Checkmark for Print View. Also include the Footer fields for Total, Payments/Credits Applied, and Balance Due.

 

Intuit doesn't set these up for you. You Customize.

Senior Explorer *

Re: Item Name/Code Not Showing in Invoice Template

Thank you. That works. "Check for Print View". I just thought that's for printing ONLY, but it seems that you have to check it regardless.

 

Really appreciate it!

Established Community Backer ***

Re: Item Name/Code Not Showing in Invoice Template

"I just thought that's for printing ONLY, but it seems that you have to check it regardless."

 

Yes, it is for Output.

 

Example: in that Customization tool, the little preview on the right, and the Graphic view seen when using Layout Designer, are the Output view that is seen in Print, Print Preview, and Email. On your Create Invoice Screen, you always see Item. You optionally control if the Customer sees it or not.

 

You use the Columns tab for the Numbering sequence, as well, and this changes your own Tab Through sequence on the screen.

 

You can. for instance, show the customer only Description, as I teach in my class using this example. You have an HVAC business, so you have some cryptic part numbers that are Item Name, such as:

120V5hp Motor; Description = Motor

240V3ph5hp Motor; Description = Motor

 

But you what to list for the customer sale only: Motor. That is why you Suppress the Item column for the Print Out/Email view.

 

You control all of this.