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How do you assign multiple classes on a single customer invoice? We use classes to define department and some customers purchase services from multiple departments.

 
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Best answer 12-10-2018

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Every line item can have a class assigned. 10 line items...

Every line item can have a class assigned. 10 line items = 10 classes.  If you turned on using classes but don't see the column on invoices check the invoice layout in customization, perhaps it is marked hidden

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Established Community Backer ***

Every line item can have a class assigned. 10 line items...

Every line item can have a class assigned. 10 line items = 10 classes.  If you turned on using classes but don't see the column on invoices check the invoice layout in customization, perhaps it is marked hidden

Established Community Backer ***

Every line item can have a class assigned. If you turned...

Every line item can have a class assigned. If you turned on using classes but don't see the column on invoices check the invoice layout in customization, perhaps it is marked hidden

Active Member

Re: Every line item can have a class assigned. 10 line items...

We use classes so it is turned on for my client but when I open an invoice, there is only one class assigned for the entire invoice.

I would offer a screen shot of the blank invoice but it will not load into this message.

Can you explain how you get a class per line on invoices?

QuickBooks Team

Re: Every line item can have a class assigned. 10 line items...

Greetings, @shauser.


@john-pero is right. If you don’t see the Class column on your invoices check the layout of the invoice template. Here’s how:

  1. Create an invoice.
  2. Click the Formatting tab on the upper portion of the invoice screen.
  3. Choose Customize Data Layout.
  4. Select the Columns tab.
  5. Place a check mark on the box next to Class under Screen and Print.
  6. Hit OK to save the changes.

create invoice.PNG

data layout 1.PNG data layout 2.PNG

 

Once done, you should find the option available for each line item. Refer to this article for more information: Use and customize form templates.


That should get you pointed in the right direction.


Keep me updated on how this goes. I’m always here to help if you need anything else. Have a good one!