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Tailwater
Level 1

My invoices no longer collapse properly. They used to add all billable hours by activity to display in just one line on the invoice.

 
3 Comments 3
Rubielyn_J
QuickBooks Team

My invoices no longer collapse properly. They used to add all billable hours by activity to display in just one line on the invoice.

I'd be glad to shed light on the billable hours on your invoices and help you collapse them in a single line, @Tailwater.

 

The billable hours are broken down into service dates and service details to make them transparent to your customers. To add all billable hours by activity to display in just one line, let's add some filters to the transaction. 

 

Here's how:

 

  1. Go to the + New button. 
  2. Choose Invoices under Customers.
  3. Select the customer with the billable hours.
  4. A drawer will appear on the right side, choose the date and change the default to Group Time by Service.

  5. It will show just a single item in your invoice.
  6. Lastly, click Save to keep the changes.

 

Additionally, here's an article you can read to help you personalize and add specific info to sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

If there are other things that you'd like to see in your transaction forms, please don't hesitate to share them with me. I'll get back to you as soon as possible. Keep safe always!

Rubielyn_J
QuickBooks Team

My invoices no longer collapse properly. They used to add all billable hours by activity to display in just one line on the invoice.

Hi, @Tailwater.

 

Hope you’re doing great. I wanted to see how everything is going about the invoice concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

Tailwater
Level 1

My invoices no longer collapse properly. They used to add all billable hours by activity to display in just one line on the invoice.

It kind of works, I have something set wrong on one customer/custom invoice type and it is still very frustrating. It seems to work better for the other invoices so I must have adjusted something somewhere.

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