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So I have checked on manage forms that account summary show on invoice. It is not showing up. It worked on one invoice but not the other. Any ideas?

 
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QuickBooks Team

Re: So I have checked on manage forms that account summary show on invoice. It is not showing up....

Hello @eastbutlervfd,

 

You'll need to set your template with the account summary as a default. Let me show you how.

 

Before anything else, let's review your templates and make sure that the Include on invoice box is checked. Here's how:

  1. Click on the Gear icon.
  2. Choose Custom Form Style.
  3. Select the invoice template you want to use.
  4. Click on the Content tab.
  5. Select the middle part of the form.
  6. Tick the Include on invoice checkbox under Account Summary.
  7. Click on Done.

Once done, you can now set it as a default template. You can follow the steps below:

  1. From the Custom form style page, click on the Edit drop-down.
  2. Choose Make default.

That's it! You're now able to set a default template for your invoices with the account summary.

 

You can also read this article for more information: How to Customise Invoices, Estimates, and Sales Receipts?

 

Always know that you can tag me in your comment if you have any other concerns.