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montoya-kathryn
Level 1

When invoicing, I click on ADD WORK, several previous jobs show up with bill by hour, item etc already selected and cost per. how can I set these up for each client?

 
3 Comments
Rea_M
QuickBooks Team

When invoicing, I click on ADD WORK, several previous jobs show up with bill by hour, item etc already selected and cost per. how can I set these up for each client?

@montoya-kathryn.

 

Currently, you're unable to set up previous jobs or items already selected for each client. You'll have to manually select or enter the Product or Service when you create an invoice in QuickBooks Self-Employed (QBSE). However, you have the option to customize your invoices right on the form itself. This can be applied to all your transactions moving forward. Let me guide you how.

  1. Sign in to QuickBooks Self-Employed in a web browser.
  2. Go to the Invoices menu.
  3. Select Create invoice
  4. Choose the Customize option above.
  5. Select each customization options (Invoice detailsPaymentsDesign, Email, and PDF) to add or remove fields.

 

I've attached a screenshot below that shows the last two steps.

 

Additionally, you can see all your open and completed invoices on the Invoices menu. From there, you're able to print, export (PDF), and send reminders for overdue ones. Just select the drop-down arrow under the Action column to select all the possible options. (Please see the screenshots below for your reference).

 

Please know that you're always welcome to comment below if you have other concerns or follow-up inquiries about managing your invoices in QBSE. I'm just around to help. Take care.

 

montoya-kathryn
Level 1

When invoicing, I click on ADD WORK, several previous jobs show up with bill by hour, item etc already selected and cost per. how can I set these up for each client?

Thank you for your response, there is no option to Customize the invoice. I see it on your screen shot, but I don't have that option in QBSE

SarahannC
Moderator

When invoicing, I click on ADD WORK, several previous jobs show up with bill by hour, item etc already selected and cost per. how can I set these up for each client?

Hello there, montoya-kathryn. Thanks for getting back to us.

 

As long as you opened the invoice, you should be able to see the Customize option at the upper-right corner of the invoice. If you haven't tried logging in to a private widow, we can try following the steps above using this mode. Here's how:
 

  1. Refresh your browser by clicking the Reload icon or pressing F5 on your keyboard.
  2. If the same thing happens, use these shortcut keys to log in a private browser:
     
  • Google Chrome: Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + P
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If it works fine, we can clear the cache of your regular browser. This helps remove any browser-related issues and refresh your browser's settings.

 

Aside from that, you can use other compatible browsers in QuickBooks Online:

  • Mozilla
  • Google Chrome
  • Microsoft Edge
  • For Safari, make sure to use the latest one.

 

You may want to check these articles to learn more about categorizing transactions:
 

 

Let me know if you have other questions. Take care always.

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