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LandSurveyor_FL
Level 1

Can I customize my invoice to show % of work completed?

 
2 Comments 2
Archie_B
QuickBooks Team

Can I customize my invoice to show % of work completed?

Hi there, LandSurveyor_FL.

 

I'd like to share what I know about customizing invoice in QuickBooks Online.

 

You can customize your invoice to show the progress on the activities column for your items.  However, this option will only show on email invoices.

 

Here's how:

 

  1. On the invoice screen, go to the Gear icon.
  2. Click on Change what your customers see.
  3. Select Content tab.
  4. Click on the table section of the form, then select Show more activity options.
  5. Tap to enable Show progress on line items (email only).


I've also added this link to learn more about customizing sales forms in QuickBooks Online: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

After that, you may now start creating progress invoice. You can check this article for more information: Set up and send progress invoices in QuickBooks Online.

 

Get back to me if you still need further assistance or if you have questions about it. I'll be here to help. Have an awesome week!

LandSurveyor_FL
Level 1

Can I customize my invoice to show % of work completed?

Thank you!

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