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thefource33
Level 1

remove subtotal from Invoices

Does anyone know how to remove the subtotals on an invoice.  The invoice includes multiple projects, thus has multiple subtotals throughout the invoice.  It looks very busy and not necessary.

 

Thanks for the help!

Solved
Best answer October 25, 2018

Best Answers
PreciousB
Moderator

remove subtotal from Invoices

It’s great to see you today, thefource33.


I’m here to share the steps on removing the subtotals of an invoice.


You’ll want to edit the invoice template in the Custom form styles screen. Then, remove the checkmark for Subtotal groups box.


Let me show you how:

  1. Click the Gear icon at the top, then choose Custom Form Styles.
  2. Locate the template name, then click Edit under Action column.
  3. Select the Content tab at the top.
  4. Click the activity table (middle section).
  5. Click Show more activity options.
  6. Uncheck Subtotal groups.
  7. Click Done (see screenshot below).

Here's a relevant article that may come handy: How to Customize Invoices in QuickBooks Online.

 

Once you've completed the steps above, open and preview the invoice. The subtotals should no longer show.

 

I'm confident that these steps will help you remove the subtotals on the invoice. If you need any assistance while working in QuickBooks Online, feel free to let me know. I'd love to help you.

image.png

 

View solution in original post

7 Comments
PreciousB
Moderator

remove subtotal from Invoices

It’s great to see you today, thefource33.


I’m here to share the steps on removing the subtotals of an invoice.


You’ll want to edit the invoice template in the Custom form styles screen. Then, remove the checkmark for Subtotal groups box.


Let me show you how:

  1. Click the Gear icon at the top, then choose Custom Form Styles.
  2. Locate the template name, then click Edit under Action column.
  3. Select the Content tab at the top.
  4. Click the activity table (middle section).
  5. Click Show more activity options.
  6. Uncheck Subtotal groups.
  7. Click Done (see screenshot below).

Here's a relevant article that may come handy: How to Customize Invoices in QuickBooks Online.

 

Once you've completed the steps above, open and preview the invoice. The subtotals should no longer show.

 

I'm confident that these steps will help you remove the subtotals on the invoice. If you need any assistance while working in QuickBooks Online, feel free to let me know. I'd love to help you.

image.png

 

View solution in original post

thefource33
Level 1

remove subtotal from Invoices

Thank you so much,  I thought I checked and unchecked that a dozen times yesterday.  I'm wondering now if it just wasn't fully updating.  It worked now!

 

Thank you!  Have a good one!

RashmiS
Level 2

remove subtotal from Invoices

Hi PreciousB,

 

I am having the same issue as thefource33.  My invoices uses subtotals, but I do not want these to appear on the PDF version of the invoice that the client sees.  I followed all of the steps you listed below, but the subtotals are still appearing on the invoice preview.  Suggestions?

RenjolynC
QuickBooks Team

remove subtotal from Invoices

Good day, RashmiS.

 

Let's make sure that we are using the correct template when printing the invoice.

 

Here's how:

  1. Open the invoice, and click Customize at the bottom.
  2. Select the invoice template.
  3. Click Print or Preview.

I'm adding this sample screenshot for reference:

 

 

We can also make the template as default by following these steps:

  1. Click the Gear icon located in the upper right-hand corner.
  2. Under Your Company, click Custom Form Styles.
  3. Click the drop-down arrow next to the Edit link of the template you want to make as default. 
  4. Choose Make default.

You can also check the article provided by my colleague PreciousB on how to customize a template.

 

If you need anything else, please let us know and we'll get back to you. Thanks.

RashmiS
Level 2

remove subtotal from Invoices

Thank you.  I have followed all of the steps above but the PDFs of my invoices still show the subtotals.  How can I hide these on PDF?  I cannot send the invoice with the subtotals showing to the customer.

Anonymous
Not applicable

remove subtotal from Invoices

Hi, RashmiS.

 

Since the steps provided by my colleagues didn’t work, you might want to try importing a template. You can customize your invoice template to exclude Subtotals. 


For steps on how to import template, please refer to this article: Custom form styles for invoices or estimates.


Prior from importing, please make sure that your custom invoice form doesn’t have subtotals. 


If this still won’t work, I’d recommend reaching out to our phone support team. They’ll be able to help you investigate the issue further. 


Here are the steps on how to reach them:

  1. In QuickBooks, click Help at the top. 
  2. Select Contact us. 
  3. Provide a short detail about your subtotal concern. 
  4. Click Let's talk.
  5. Select Get a callback. 

Visit us again if you have other concerns. 
 

LaBelleBooks
Level 2

remove subtotal from Invoices

I am using the same customized progress invoice template for multiple projects. When I follow the steps to customize the invoice, I do not have a subtotal option. On one of my projects, QBO adds a first line and a subtotal in the invoice that I do not want. The first line in the invoice details shows the Customer Name:Project Name. Neither of the suggestions here works. This is the only invoice template I use and it only adds these details on certain project invoices. 

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