How can I change the formula for Amount on the invoices?

nitin-ca · ‎March 01, 2023

We have some items where the user pays the amount on three parameters - duration, quantity and rate. I used the "Custom Fields" in Items list to add "duration" column. I have also added the custom field to the invoice template. Now, whenever I use the new template now, the amount is only calculated using the rate and quantity (default fields of QB). How can we add "duration" as a multiplier on the amount?

SarahannC · ‎March 01, 2023

Hello there, Nitin-ca.

Adding duration as a multiplier on the amount when entering invoices is unavailable. Having this feature would be great.

Let's send feedback about adding duration as a multiplier on the amount. You can input a few details that make them aware of the other features you're looking for on the invoice. Here's how:

Go to the Help menu in your company file.
Select Send Feedback Online and choose Product Suggestion.
Click the Type of Feedback drop-down arrow and select Product Suggestion.
Choose Reports in the Product Area.
You can then add brief information in the box.
Enter your name and e-mail address.
Then, click the Send Feedback button.

Also, you may consider checking the articles below for additional guide about handling templates in QuickBooks Desktop:

If you have suggestions or other feedback to share, feel free to post them. We'll take them as an opportunity to improve QuickBooks. Keep safe.

View solution in original post

SarahannC · ‎March 01, 2023

Hello there, Nitin-ca.

Adding duration as a multiplier on the amount when entering invoices is unavailable. Having this feature would be great.

Let's send feedback about adding duration as a multiplier on the amount. You can input a few details that make them aware of the other features you're looking for on the invoice. Here's how:

Go to the Help menu in your company file.
Select Send Feedback Online and choose Product Suggestion.
Click the Type of Feedback drop-down arrow and select Product Suggestion.
Choose Reports in the Product Area.
You can then add brief information in the box.
Enter your name and e-mail address.
Then, click the Send Feedback button.

Also, you may consider checking the articles below for additional guide about handling templates in QuickBooks Desktop:

If you have suggestions or other feedback to share, feel free to post them. We'll take them as an opportunity to improve QuickBooks. Keep safe.

nitin-ca · ‎March 01, 2023

Thank You Sarahann

I will submit the request right away. How frequently does the QB release updates on the desktop editions?

the service models have evolved since the pandemic and duration has become an important attribute for the invoicing.

DebSheenD · ‎March 01, 2023

I wish you didn't have to experience this, @nitin-ca.

I really do understand your situation right now and if I were in the same circumstance, I would feel the same way. Let me share some information about QuickBooks release updates.

As of now, we don't have any specific time frame if when will QuickBooks release an update. Rest assured, when QB updates there are new feature releases based on our customer's request.

Furthermore, check out our QBDT for Q & A for your later reference. This page contains various topics of QuickBooks that surely answer your frequently asked questions.

In addition, you may check our QBDT Mac articles for your future reference: Help articles for QuickBooks Desktop.

Just add a post/comment below if you have any other questions about QuickBooks, I'll be right here to help you however I can. Have a good day ahead!

nitin-ca · ‎March 02, 2023

Thanks. Support Feedback submitted, as suggested by Sarahann-C
Here is a copy of my submission:

We use QuickBooks Desktop pro. Request you to - Add an optional default field in "Invoice Templates" for "duration" , and calculate Item Amount by multiplication of Quantity x Rate x Duration.
Allow us/user to enable the "Duration" column in our Invoice Template and use this as required.
We tried using Custom Fields, but we don't have option to change the "amount" column formula. So custom field doesn't work in this situation.

Use Case: Since pandemic - most of the services have become time-based services (or even Seasonal Services) - where we are contracted to provide "n" hours of services per month for "m" months at "o" rate. We currently multiply "n" and "m" use the value as quantity. The clients are not happy about the current invoicing, and this calculation is also an overhead on us.

SirielJeaB · ‎March 02, 2023

I am delighted to welcome you back to the thread. Thanks for sharing an update regarding the process of sending your feature request.

I appreciate your taking the time to send feedback about adding duration as a multiplier on the amount. Rest assured that your valuable feedback goes to our Product Development team to help improve your experience in QBO.

Reach out to us again if you have further QuickBooks-related concerns. We're willing to assist you at any time. Keep safe!

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How can I change the formula for Amount on the invoices?