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mjohnsonsh
Level 1

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.

 
Solved
Best answer December 10, 2018

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john-pero
Community Champion

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.

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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john-pero
Community Champion

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.

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

View solution in original post

john-pero
Community Champion

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.

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

shauser
Level 1

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.

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?

KhimG
QuickBooks Team

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.

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!

Becker
Level 1

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.

My issue is that our company, along with classes, also uses SOs.  I cannot seem use a SO to create an invoice and separate the quantity for different classes.  

MaryLandT
QuickBooks Team

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.

Thanks for joining this thread, Becker.

 

In QuickBooks Desktop, the assigned class to your SO is automatically associated with the invoice. You can change the class on each line item on the invoice and the SO will still show the old one on it.

 

I'm adding this link to learn more about this transaction: Create a sales order.

 

For helpful tips about class tracking, check out this article: Set up and use class tracking in QuickBooks Desktop.

 

Keep me posted if there's anything else you need by commenting below. I'll be right here to provide the information you need.

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