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Level 1

Invoices including single time activity - are not summarized on the PDF using the collapse activity rows. What can be the Problem?

 
5 Comments
QuickBooks Team

Invoices including single time activity - are not summarized on the PDF using the collapse activity rows. What can be the Problem?

Hi there, @sabine_kroessing

 

I want to ensure I'm able to provide you with the right amount of information. Can you please specify what type of report you're trying to run?

 

Normally, the information that will show on the PDF depends on how your reports looked in the Report's page. Also, make sure that the collapse button is pointing down so it will display the summary of that specific invoices. 

 

In addition, make sure that your Adobe Reader is updated to its latest version. If it's already updated and still doesn't work, I'd suggest you use a private or incognito window to check it's a browser-related problem. 

 

Here's how to open a private or incognito from your default browser:

 

  • Chrome simply press Ctrl + Shift + N.
  • Mozilla Firefox and Internet Explorer, press Ctrl + Shift + P.
  • Safari, press Command + Shift + N. Make sure you're using the latest version.

    

Then, log in to your QuickBooks Online and check if you're able to see the summarized item of your single time activity on the PDF. If you do, perform troubleshooting on your default browser to fix it by clearing your browser's cache. Otherwise, use another browser. 

 

I'm also adding an article with steps that can guide you through updating your Adobe Reader. Read about how to update, repair, or re-install Adobe Reader/Acrobat. It also helps you resolve printing problems in case you encounter any in the future.

 

Should you have additional questions, I'm always around here to help. Feel free to message again. 

 

Have a great day. 

Level 1

Invoices including single time activity - are not summarized on the PDF using the collapse activity rows. What can be the Problem?

Thanks for answering

This didn´t help.

The result is still the same.

See the attached file to see what we mean.

Moderator

Invoices including single time activity - are not summarized on the PDF using the collapse activity rows. What can be the Problem?

Hello @sabine_kroessing,

 

You'll have to group your single time activity as one line item before adding them into your customer's invoice.

 

 

To fix your invoice, you can delete and recreate it so you can reenter the single time activity into a single line item. To do so:

  1. Go to Sales.
  2. Select Invoices.
  3. Find and open your invoice with the single time activity as your item.
  4. On the More section, select Delete.
  5. Click Yes.

Once completed, here's how you can reenter the single time activity as one line item of your invoice:

  1. Go to the Plus icon.
  2. Under Customer, select Invoice.
  3. On the Customer menu, select your billable customer.
  4. Below the Add to Invoice window, select Group time by service.
  5. Select Add.
  6. Click Save and close.

Here's an article you can read to learn more about single time activity on your invoice: How to Create an Invoice: Billable Time & Expenses?

 

Lastly, I've also included this helpful article that'll guide you in recording a payment from your customer: Record invoice payments in QuickBooks Online.

 

It'll be always my pleasure to help if you have any other concerns, please let me know in the comment section down below. I'll always be around, ready to help.

Level 1

Invoices including single time activity - are not summarized on the PDF using the collapse activity rows. What can be the Problem?

Thanks for your answer.

Still the created invoice (PDF) doesn´t show the Quantity on teh Invoice.
See the example attached.

Moderator

Invoices including single time activity - are not summarized on the PDF using the collapse activity rows. What can be the Problem?

Hi @sabine_kroessing,

 

Since you're still unable to show the quantity of your items on your invoice, I'd recommend contacting our Customer Care Support.

 

They have tools such as screen sharing that'll further investigate this unexpected behavior and resolve it as well. To do so:

  1. Go to Help.
  2. Hit Contact Us.
  3. Enter Quantity on Invoice in the What can we help you with? field.
  4. Click Let's talk.
  5. Select Get a callback, Chat, or Call us.

Keep me posted by leaving a comment down below if you have any other concerns. I'll always be around, ready to help.

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