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jeff.howlett
Level 1

How do we have invoices show both "quantity ordered" and "quantity shipped" and have the total due from the customer based on "quantity shipped?

We sometimes run out of product so we don't have the auntity that was ordered. I want to be able to track this.
3 Comments 3
Jen_D
Moderator

How do we have invoices show both "quantity ordered" and "quantity shipped" and have the total due from the customer based on "quantity shipped?

Thanks for checking this preference here in the QuickBooks Community, @jeff.howlett,

 

Being able to add the columns you need would be a useful feature to ensure you have enough stocks to sell. At the moment, this functionality is not yet available when you customize an invoice template.

 

If you need to track your items, use the Product/Service List or Physical Inventory Worksheet reports. It tells the physical count of your products and services and all other information. Find them in the Reports menu and see which works for you.

 

In the meantime, this articles lists all the things you can do to customize sales forms in QuickBooks: Customize invoices, estimates, and sales receipts in QuickBooks Online

 

Don't worry, if there are new updates for QuickBooks on how it handle Venmo transactions, it will be communicated through in-product ads. You can also check out these links to be updated with the recent and upcoming changes for our QuickBooks products:

 

 

I'll be more than glad to assist you with your invoices and other tasks in QBO. Just message me again on this thread so I can help you with it. Have a good one!

jeff.howlett
Level 1

How do we have invoices show both "quantity ordered" and "quantity shipped" and have the total due from the customer based on "quantity shipped?

I wasn't asking about inventory control.   Here is the specific scenario:
When a customer sends us an order we create an invoice in QBO.  Then when we go to pack the order we may not have an item, or the quantity, they originally ordered.  So I would like QB to keep track of both the original order AND what they actually received, and calculate the total $ owed based on what they received, not based on what they ordered.   I would suppose we would have to go back into the order in QB and update the quantity received column after the ordered is packed.

 

QTY Ordered      QTY Received

30                        25 

JenoP
QuickBooks Team

How do we have invoices show both "quantity ordered" and "quantity shipped" and have the total due from the customer based on "quantity shipped?

Thanks for getting back to us with additional details, jeff.howlett.

 

The option to automatically track or indicate how many was received versus what was ordered is currently unavailable in QuickBooks Online. You can edit the original invoice to reflect the correct number of items that your customer received. 

 

You'll also want to use an accredited third-party app that offers this type of service. Here's how:

 

  1. Go to the Apps menu and proceed to the Find Apps tab. 
  2. Type in a keyword in the Search bar. You can also click Browse category and select a category. 

 

The Community is always here if you need anything else. 

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