Why has date field disappeared on invoice line items?

I appreciate what you've done so far, @pno2nr. Let me share some information on how to get the date field in your invoice.

To begin with, please ensure to turn on the service date feature in the accounts and settings. 

Here's how: 

1. Click the Gear icon, then select Accounts and Settings. 
2. Navigate to Sales and then locate Sales form content. 
3. Click the Pencil, then toggle the Service Date. 
4. Once turned to green, click Done. 

After this, go to Custom Form Styles, then ensure that the date is included in the template. 

Here's how:

1. Go to Custom Form Styles, click New Style, and choose Invoice. 
2. You can select any template, then go to Content.
3. Click the body, then toggle the Date. 

Once done, you can now create an invoice with a service date or date field. 

Additionally, you can check out this article to learn the new estimate and invoice layout: See what’s new with estimates and invoices in QuickBooks Online.

Furthermore, this article can help you learn how to personalize your invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Moreover, once you've received your invoice payment, this article can help you learn how to record it: Record invoice payments in QuickBooks Online. 

Let me know if you need further assistance getting the date field to show in your invoices or QuickBooks. Keep safe. 

Rogelio, I tried all the things you suggested, but the date column is still missing on all invoices, regardless of the template used.  Both for data entry and for printing.  I tried changing browsers from Firefox to Chrome and results were the same, no date field.  I'm stumped... any advice appreciated!  Thanks... Rob

I can see that you did everything you could to show the missing service date, @pno2nr. I'm here to provide additional troubleshooting steps to help you get back to working order.

To start, may I know the QuickBooks Online (QBO) version you're using? Also, do you experience this when using a new invoice layout? I appreciate you providing additional details about this so I can further check what causes the issue. 

In the meantime, you can perform these troubleshooting steps to see the service date column. Here's how: 

1. Go to the Gear icon and select Custom Form styles.
2. Next, locate the invoice template you use and select Edit.
3. Proceed to the Content tab.
4. Then, select the table where the service date is located.
5. In the lower left part of the page click the Show more activity options.
6. From there, check the Collapse activity rows box.
7. When finished, click Done.

Refresh the QBO page. Then, create an invoice again and check if you can now see the Service date in the line item.

On the other hand, you may want to switch to the old invoice layout if this happens when you're in the new one. 

However, if the issue persists, I recommend reaching out to our phone support team to further investigate the issue. You can also request a screen-sharing session so they can check your setup.

Moreover, if you have a customer who you invoice regularly with the same product or services, you can easily make it a recurring transaction. For detailed instructions, read this article: Create recurring transactions in QuickBooks Online.

If you encounter trouble when accessing your other sales forms, please don't hesitate to leave a reply below. I'm always here in the Community to provide prompt assistance. Have a good one.

Were you ever able to get this fixed? I am experiencing the exact same issue. 

I can share some troubleshooting steps that you can perform to help you get the date field to show up on your invoices, Michael. 

I suggest trying the troubleshooting steps recommended by RogelioL and DivinaMercy_N  to resolve the issue. These steps include enabling the service date feature in the Accounts and settings and verifying that the date field is included in the template settings.

If you still encounter the issue after trying those steps, I recommend reaching out to QuickBooks Online support for further assistance. They can help you investigate the issue by checking your setup or account and provide solutions to fix the issue in a safe and secure environment. 

To get in touch with QuickBooks Online customer support, follow these steps:

1. Log in to your account and click on the Help (?) icon in the top right corner of the screen. 
2. Go to the Search tab and click on the Contact Us button to provide a brief description of your issue in the field provided.
3. You will be presented with a few options for contacting customer support. 

You can learn about the different ways to connect with QuickBooks Online Support and their support hours for each plan by reading this article: QuickBooks Online Support.  

Furthermore, this article guides you with accepting electronic payments through QuickBooks Payments. It explains how to connect or sign up for QuickBooks Payments, set up the account for invoice payments, and process payments for sales receipts and invoices: Take and process payments in QuickBooks Online with QuickBooks Payments. 

We are here to assist you in restoring the date field section of your invoices. If you need further assistance, please let us know by clicking the Reply button below.

I tried modern view, it did not work.

Service date is turned on in Sales tab under Settings

Service date column is turned on I all custom forms, edited, resaved, refreshed, edited again, refreshed.

Nothing works!

We appreciate all you've done, ypoulos. We want to ensure this matter is addressed quickly so you can show the service date column when creating invoices in QuickBooks Online (QBO).

Recently, we've been receiving similar cases where users like you aren't seeing the Service date column when creating invoices, even after customizing the form.

In keeping with this, I'd recommend contacting our Customer Care team so they can gather more details and come up with a fix. Additionally, you will be included in the list of affected users and receive regular updates on the progress. To do this, here's how:

1. Go to the Help (?) menu.
2. Select the Search tab.
3. Click the Contact Us button.
4. Select a topic in the What can we help you with? page.
5. Choose a way to connect (Have us call you or Chat with us).

Once fixed, you can check out this article to guide you in receiving invoice payments in QBO: Record invoice payments in QuickBooks Online.

I'll be here in the Community in case you have other concerns about managing invoices and sales transactions in QBO. Please don't hesitate to leave a reply below. Have a good one. 

I was having the same issues as you @ypoulos. I finally discovered that you have to create a new default invoice. Seems the new Modern Invoice has been a headache of an update. 

Greetings, @ericascott.

We're delighted to hear that you've managed to discover that you have to create a new default invoice to show the service date in QuickBooks Online. We appreciate you for sharing the steps you have taken.

Please know that the QuickBooks Community is always available to assist you with any QuickBooks Online-related tasks whenever you need guidance. If you require further help, please feel free to post your queries here anytime. We wish you a great day ahead, and please take care and stay safe.

Ok, so open an invoice, click on manage with the gear on the top right, next to take tour, click on customization, make sure service date is green. I tried everything, and this is what actually worked for me!

Thank you for joining this thread, @RealMoodyChick.

I'd also commend you for sharing the steps you've performed to view the invoice date. The information you posted will help other users with the same concern.

You can always reach out to us if you need help with QuickBooks again. Have a great day!

I have over a hundred customers. I use the same default template when emailing their monthly invoice. Do I need to follow your steps for every customer? For example, do I need to click on an invoice for each customer and make sure “service date” is green? Please tell me no, I beg you.

I can imagine the hurdle you've been through when having hundreds of customers to email monthly, @NadRash.

I'll answer your query about the missing field on the invoice in QuickBooks Online (QBO).

Once the Service date field from the Customization settings is enabled when creating an invoice, it will automatically show up the next time you make an invoice. Therefore, you don't need to turn it on every time.

If the problem still occurs, I recommend contacting our QBO Customer Care Support Team so they can investigate this issue further and be able to guide you on the next steps for the possible resolution.

Here's how you can contact them:

1. From the Search tab, click Contact Us.
2. Enter your question and select Continue.
3. Review and choose from the following: Have us call you or Chat with us.

For additional insights into customization, such as the options available, you can click this article: How to Customize Invoices, Estimates, and Sales Receipts.

Also, I've got this article to help you account for customers' payments moving forward: Record invoice payments in QuickBooks Online.

You can reply below if you have further questions about managing your invoices or sales transactions. I'll always be ready to assist you. Stay healthy and hydrated.

The service date line is there, but it no longer auto fills from the linked bill date. That's completely useless. Has anyone figured out how to have the service date auto fill like it used to from the linked bill date?

Thanks for getting involved with this thread, businesscycle.

When using your auto-recall feature to pre-fill data on invoices/sales receipts, the only information that will be recalled is Location details.

I can certainly understand how an ability to have service dates auto-recalled on invoices could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

1. Use the Gear icon, then go to Feedback.
2. Enter your suggestion(s) in the Have feedback? window.
3. If necessary, attach a file with your Camera icon.
4. Select Next.
   
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

You also have the option of checking our QuickBooks App Store for apps which may be able to help you achieve what you're looking to accomplish.

As a workaround, if you wish to have a pre-filled sales transaction to use for a customer, you can set up a scheduled transaction, or create a recurring transaction template for transactions without a regularly scheduled interval.

If there's any additional questions, I'm just a post away. Have a lovely Wednesday!

I'm having the same issue...it makes no sense that we have to manually enter the service date when it's already been entered in the original transaction!!

Please know your feedback on the changes made within the program is valid, bbarry.

I recognize the importance of having the service dates auto-recalled on invoices. Thus, I recommend submitting your feature requests to our Product Development team. They will review your request and might consider adding it to future updates.

Here's how:

1. Go to the Gear icon, then hit Feedback.
2. Enter your suggestion(s) in the Have feedback? field.
3. If necessary, attach a file with your Camera icon.
4. Select Next.

You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

Please let us know if you have any other concerns related to your invoices or questions in QuickBooks. We're always here to help.