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cjette-innvistra
Level 1

Can I remove "Product or Service", Unit, and Quantity from an Invoice and use "Description" instead (on the New Layout)? Can I also remove line #s (1.,2., etc.)?

I don't see an option to do that under Customize your invoice.
1 Comment 1
jamespaul
Moderator

Can I remove "Product or Service", Unit, and Quantity from an Invoice and use "Description" instead (on the New Layout)? Can I also remove line #s (1.,2., etc.)?

Hello, cjette-innvistra.

 

Yes, we can remove those fields. I'd be more than happy to show you the steps and details on how to customize your invoice data fields. 

 

I take it that you've tried editing the template within the invoice form. Instead of doing that, we'll want to go to the Custom form styles menu, then remove those fields from there.

 

Before anything else, I should also point out that if you have the new invoice layout, the customization options may be different. Switch to the old one if you need to have an option available. 

 

With that said, here are the steps: 

 

  1. Go to the Gear icon menu, then select Custom form styles.
  2. On your preferred invoice template, click the Edit link. 
  3. Go to the Content tab.
  4. Click the second section on the preview invoice.
  5. Uncheck the boxes you don't need except for the Description.
  6. Add or remove other customization option if needed.
  7. Click Done when you're ready to use it. 

 

form1.PNG


We're unable to remove the line numbers from the template. Though, they won't show up when you print or

preview the form. 

 

Take a quick look at this article if you need more details on customizing your forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

After tweaking your form and sending your customer invoices, we can also send out statements. This is a good way to help remind customers on what balances and open invoices they have left on their account.

 

Take a look at this guide if you need help in the future: Create and send customer statements in QuickBooks Online

 

Would you like to customize other forms in QuickBooks? Or perhaps do you need help entering some other records? Let me know and I'll gladly help you out again. 

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