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Andrew G
Level 1

I send .pdfs of invoices via gmail and not through QBO. I've noticed that the New Invoice Template doesnt have a column for service date, but it's on the pdf! Cant remove

 
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Best answer April 02, 2024

Best Answers
Rea_M
Moderator

I send .pdfs of invoices via gmail and not through QBO. I've noticed that the New Invoice Template doesnt have a column for service date, but it's on the pdf! Cant remove

Let's turn off the Service date option in the Customization section of your invoice template to remove the unnecessary column on your PDF view, Andrew G. I'm here to guide you in completing this task so you can personalize the content of your sales transactions.

 

Customizing the layout of your sales forms is an effective way to enhance your business communications. To remove the Service date column on your invoice PDF view, follow these steps:

 

  1. Create a new invoice or edit an existing one.
  2. Select Manage ⚙.
  3. Go to the Customization section.
  4. Turn off the Service date option.
  5. Finish creating or editing the invoice and select Review and send or Save.

 

After that, send your invoice through your Gmail address.

 

Additionally, you can pull up the Transaction Detail by Account report to show a list of invoices due on a specific date range. Please see this article for the complete guide: Customize report to see invoices due in QuickBooks Online.

 

You're always welcome to get back to us if you need further assistance customizing and managing sales transactions in QuickBooks. We're always ready to lend a helping hand. Have a good one.

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1 Comment 1
Rea_M
Moderator

I send .pdfs of invoices via gmail and not through QBO. I've noticed that the New Invoice Template doesnt have a column for service date, but it's on the pdf! Cant remove

Let's turn off the Service date option in the Customization section of your invoice template to remove the unnecessary column on your PDF view, Andrew G. I'm here to guide you in completing this task so you can personalize the content of your sales transactions.

 

Customizing the layout of your sales forms is an effective way to enhance your business communications. To remove the Service date column on your invoice PDF view, follow these steps:

 

  1. Create a new invoice or edit an existing one.
  2. Select Manage ⚙.
  3. Go to the Customization section.
  4. Turn off the Service date option.
  5. Finish creating or editing the invoice and select Review and send or Save.

 

After that, send your invoice through your Gmail address.

 

Additionally, you can pull up the Transaction Detail by Account report to show a list of invoices due on a specific date range. Please see this article for the complete guide: Customize report to see invoices due in QuickBooks Online.

 

You're always welcome to get back to us if you need further assistance customizing and managing sales transactions in QuickBooks. We're always ready to lend a helping hand. Have a good one.

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