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Howdy all,
I am having a bit of trouble with invoice customization. I have the date column selected for the activities in my invoice, and it shows up in that preview window, but when I preview an existing or new invoice, the column is missing. I do have the date selected in the invoice settings. Any thoughts?
Greetings, TheRedding,
I'm here to help you with your invoice customization.
First, let's verify if the Date column is still enabled in the Custom Form Styles window. Here's how to do that:
Once done, reopen or create a new invoice. Make sure the transaction is using the correct template. Follow the steps below to update the invoice template:
Open a new invoice.
At the bottom of the transaction, click Customise.
Click the correct template name.
Click Print or Preview.
That should do it, TheRedding. I'm just a post away if you need further assistance. Have a good one!
Thank you for the well written and useful answer.
Unfortunately, this seems not to be the right fix for me because the date column is enabled in both the custom form styles window and the invoice itself.
The thing that strikes me as odd is that the Email sent to my customer has the date column, but the attached PDF does not. (Which is the same when I preview the invoice)
Also worth noting is that when I preview the form template while customizing the form, I can see the date column.
I have tried creating a new form, but the issue occurs in the new form as well.
Hi there, TheRedding.
Having the date column to appear on the PDF of your invoice is my priority.
I've replicated this on my QuickBooks and the date column appeared on the PDF. In this case, you'll need to make sure that the customized invoice was checked upon creating the invoice.
To do that:
If the issue persists, we can try using another browser to test if the issue is browser related.
Here are the different keyboard shortcuts to open a private browser:
If it works fine, you can go back to your regular browser and clear its cache. Please follow the outlined steps in this article depending on the browser you're using: https://quickbooks.intuit.com/community/Getting-Started/How-do-I-clear-my-browser-cache-and-temporar....
If the issue persists after trying these steps, I'd suggest giving our Phone Agents a call. They have the necessary tools to find out what exactly may be causing this matter. To reach them, please refer to this link: https://community.intuit.com/articles/1145770.
Feel free to reach back out to me if you need further assistance. I'm always here to lend a hand. Have a great week ahead.
I am having this issue with creating custom invoice, which may be what the original poster is doing. If I use one of your word templates, which contains the <servicedate> field, and enter service dates in the invoice creation, they do not show up in the invoice PDF. I have also tried making them a different field name (non EZ Map) and linking them to Service Date in the upload design process but that doesn't work either. The EZ Map field is not displaying. Its in the same table as my invoice line items.
Thanks, Evan
Hello there, @EvanAvl.
I'm here to help provide some insights about the invoice service date in QuickBooks Online (QBO).
If the settings "Collapse activity rows" is active, the Service Date will now show on forms. Let's customize the template and turn off the Collapse activity rows setting. This can be done by doing the following:
For additional reference, you can check this article on how to customize invoices, estimates, and sales receipts.
This should get you on the right track. Feel free to leave a comment below if you have questions about customizing the template. I'm always here to help.
I am having the same problem and none of the above fixes worked.
Hi there, @N416.
I appreciate you going through the troubleshooting steps above. I understand how important this is to you.
Currently, there's still an ongoing investigation where some users are unable to view the date column on the PDF preview of their invoice. Rest assured our engineering team is already working on a fix.
To be added to the list of affected users, I suggest reaching out to our support team. This way, you'll be notified via email once updates are available.
To reach them:
In case you want to learn how to record credit card payments in QuickBooks Online, you can check this article for reference: Record Credit Card Payments.
Should you need further assistance, feel free to leave a comment below. I'll be around to help.
I am having the same issue. "Service Date" is BLANK on ALL Invoices, not just the ones that were created recently but all of the Invoices, even going back to 2014! We must provide "Service Date" to our customers, otherwise, we won't get paid! This is a critical ERROR that MUST be addressed ASAP!
There are things we need to check, user74023.
Aside from making sure that the date when customizing the invoice is selected, let's also turn it on the company settings. Go to the Gear icon and select Account and Settings. From the Sales tab, turn on the Service date, then click Save and Done.
Also, let's verify if you selected the correct invoice template when recording the transaction. Let's create a new invoice or open an existing one. Click on Customize button at the bottom and make sure to select your customized template.
If the same thing happens, please contact our Customer Support Team for investigation. You can follow the steps shared by JasroV in reaching out to them.
Keep on posting if you need more assistance. I'll always be here to help you.
Quickbooks needs to do better, none of these fixes is working for me as well. Consider a different software.
I'm having this same issue in October 2021. The original bug report was from 2019. Are we going to fix this Intuit? The invoice is a forward facing element of the brand - I can't have it looking like trash.
We want this fixed as much as you do, Ride900.
I've checked our records and haven't seen any cases the same as yours. You'll want to follow the recommended steps shared at the top.
If it didn't make any difference, I suggest reaching out to our customer care support. This way, an agent can take a better look at your issue. You can follow JasroV's steps on how you can get in touch with us.
Feel free to take note of our support hours so you can immediately get hold of an agent.
The Community is available 24/7 to assist you. Don't hesitate to post if you have other concerns. Keep safe!
I had the same issue as described here and tried all the suggestions without any success until I tried the following.
Go into Settings -> Custom Form Styles
Edit the form in question
Click on content and then select the section containing the line items.
Click on 'Show more activity items' on the left hand side.
Remove the tick from 'Collapse activity rows'
Save changes and then re-print invoice and the dates should be present.
That worked!!! It seems it took years for someone actually suggest the correct solution. And looks like it wasn't QB support rep. Thanks a lot for posting the answer on this board!
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