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T
TheRedding
October 31, 2018
Question

Date column missing from PDF of invoice.

  • October 31, 2018
  • 16 replies
  • 41 views

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?

    16 replies

    A
    Anonymous
    October 31, 2018

    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:

     

    1. Click the Gear icon.
    2. Select Custom Form Styles.
    3. Locate the invoice template you're updating.
    4. Click Edit.
    5. Go to the Content tab.
    6. Click the middle section of the template.
    7. Make sure the Date is marked in the Columns section.
    8. Click Done.
    9. You can also set your invoice template as default by clicking the drop-down arrow beside Edit then selecting Make default.

     

    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!

    T
    TheReddingAuthor
    November 5, 2018

    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. 

    J
    JanyRoseB
    Level 5
    June 7, 2019

    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:

    1. Click the Gear Icon.
    2. Select Custom Form Styles.
    3. Edit the Standard template (Or any existing template).
    4. Select Content Tab.
    5. Click Show more activity options.
    6. Uncheck the Collapse activity rows box.
    7. Click Done to apply the changes. 

    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. 

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