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22 replies

AldrinS
Level 4
Dec 29, 2018 2:01 AM UTC

I've got your back, geoffreyamyfox4.

 

Customizing the appearance of invoices is my specialty, so let lend you a hand in making the Service Date show up on your printed invoices.

 

A quick and easy way to do this is to edit the label of the service date on the invoice template. Let me show you how:

  1. Click the Gear icon.
  2. Select Custom Form Styles.
  3. Find the invoice template you're using, then hit Edit.
  4. Go to the Content tab.
  5. Select the middle section of the invoice preview.
  6. Click Edit Labels and Widths.
  7. Change the name entered in the Date field to Service Date.
  8. Hit Done.

After making the changes, here's how you can apply this to the invoices you need to print:

  1. Click Sales on the left navigation menu.
  2. Go to the Invoices tab.
  3. Select the invoice.
  4. Click Customize.
  5. Choose the invoice template that you edited.

 

There's also a detailed guide on how to customize templates here that can offer additional information. These instructions are all you'll need to get the Service Date to show on your invoices right away.

 

Don't hesitate to let me know if I can be of further assistance, I'll have you covered. Thanks for dropping by the Community, cheers to a happy holiday season.

BPP_Oakland
Aug 27, 2019 9:23 PM UTC

This is not working for me. I have the invoices set up to show the service date and when I preview the forms it shows up but not when I print. See attached file - the preview of the custom form, and the actual invoice. 

 

In addition, I would like to be able to have invoices that include the list of each transaction - not grouped into one section. How do I do that?

    ShiellaGraceA
    Level 9
    Aug 28, 2019 12:01 AM UTC

    Hi BPP_Oakland,

     

    You'll want to save your invoice as PDF and then print again. Let me walk you through how.

    1. Open the invoice.
    2. Click Print or Preview at the bottom. Then, Print or Preview.
    3. Click Print. Then, click Change.
    4. Click Save as PDF. Open your invoice from your computer and then print.

    If you're still unable to print the date, you can repair your Adobe Reader/Acrobat. Please refer to this link for the steps: How to update, repair, or re-install Adobe Reader/Acrobat.

     

    On the other hand, you can use the Sales by Customer Detail report to see the list of each invoice transaction. Just go to Reports, then type Sales by Customer Detail.

     

    Please read this article for more information about: Customise your invoices, estimates, and sales receipts.

     

    You might also want to check our page for your reference regarding: Income and expenses.

     

    You can always swing by anytime if you have other questions.

    WW233
    Aug 1, 2023 9:53 PM UTC

    I am reading the thread back to 2019 and they have never solved the problem. What kind of invoice doesn't include the dates for each items? You are charging lots of money every month and doing nothing. Your support team member had me waited 2 hours, although I shared the screen,  still being directed to send a feedback through dashboard. You are just playing around?

      SarahannC
      Level 9
      Aug 1, 2023 11:43 PM UTC

      I understand your frustration and the inconvenience you've experienced, WW233. Allow me to help you this time and provide you with answers to the best of my abilities.

       

      I can think of a reason why it happened. It could be that the Collapse activity row box is checked, which is why it's not printing the service date. 

       

      Let's review the template and make sure the checkmark is removed. Here's how you could do it:

       

      1. Go to the Gear icon and select Customer form style.
      2. In the Content tab, scroll down. Click the Show more activity options.
      3. Untick the Collapse activity row box.
      4. Hit Done to reflect the changes.

       

      Once done, go back to the invoice and make sure you apply the appropriate template. Open invoice> Customize> select  template. 

       

      Afterward, you should now  able to print the service date.

       

      Stay in touch if you have follow-up concerns. I always want to make sure you can service date and other information in the system. Bye for now.

      LindaG2
      Aug 2, 2023 4:26 PM UTC

      I posted the question back in 2021 and am just now getting a response? I did figure it out on my own since I could not get any support or assistance two years ago. We are currently looking at other accounting systems since QBO is just not as robust as we were told and too expense for the level of support we receive.

        wilson89
        Aug 5, 2023 1:29 AM UTC

        This issue still has not been resolved by Intuit. Years later, and the service date will still not show on custom uploaded invoices. And before any of you QBO agents try to offer the basic steps of how to setup a custom invoice, I can confirm everything is setup correctly. It simply doesn't work. It's a software failure. 

         

        And the thing thats far worse than the glitch? The fact that Intuit has failed to resolve it after multiple years and many complains. You're a multibillion dollar company - get your act together.

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