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We understand how important it is to emphasize your product and service categories on your invoices and estimates to promote transparency to your customers, StorySage. We're here to make sure you can customize your template and display all the necessary data on your sales forms.
Product and service categories aren't automatically visible to your clients on their estimates or invoices. We'll have to personalize your sales form template to display them. To include this information in the Product/Service or Activity column when viewing PDFs or sending sales transactions, we can enable the Category option.
Follow these steps to customize your invoices if you're using the old invoice and estimate layout:
- Go to Settings ⚙ and then select Custom form styles.
- Locate your template and select Edit.
- Go to the Content tab.
- Choose the Table section on the sample form to start editing.
- In the Columns section, click the checkmark box next to the Category field to display it on your form.
- Whenever you're ready to save your changes, select Done.
To customize your invoices and estimates with the new layout, you can check out this article for the complete guide: Create personalized and professional-looking invoices, estimates, and sales receipts in QuickBooks O....
Afterward, create and view the PDF copy of your invoice or estimate to see the update.
Additionally, you might consider checking out this article to guide you in receiving invoice payments in QBO: Record invoice payments in QuickBooks Online (QBO).
You're always welcome to get back to us if you need further assistance customizing and managing sales transactions in QuickBooks. We're always ready to lend a helping hand. Have a good one.
