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ovilc88
Level 1

Is possible to customize the invoice display categories so it shows the description on the first line of the invoice?

 
1 Comment 1
SarahannC
Moderator

Is possible to customize the invoice display categories so it shows the description on the first line of the invoice?

Hi there, ovilc88.

 

Let me share some information about modifying the display categories on the invoice.
 

If you mean doing it when creating an invoice, we're unable to interchange the invoice columns such as the product/service, description, amount, rate, and QT. What we can do on this page is to apply additional fields only.

 

We can create a new template by using the Custom form Style feature and apply it to the invoices. This way, we'll be able to move the Description on the first line as you want.

 

Here are things to follow:

  1. Go to the Gear icon.
  2. Select Custom form Style under Your Company.
  3. Click the New Style drop-down arrow and choose a transaction.
  4. Go to the Content tab.
  5. Select the middle body of the form to see options.
  6. Click and hold the Description dots. Then, drag it to the first line.
  7. Enter the name of the template.
  8. Then, Done.

p.PNGpp.PNG

 

We can use this template in every invoice we'll create in the future, just make sure to click the Customize column and select template before sending it to your customer. When they receive the invoice, the Description will show in the first line/column. This is how it looks like:

ppp.PNG

 

Also, you can check out this article. It's all about managing the sales transaction in QuickBooks Online:

 

 

Let me know if you have other questions about editing transactions in the Online product. I'll be here to continue to help you. Keep safe!

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