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msclean76
Level 1

Under Sales then Customers, I click on a specific customer name to see their open invoices. The open invoices are there but no invoice date. Why is it doing this?

It happened after the last update and no one could properly answer it.  I logged in and out a few times and it was back.  Now that's not working.  They recently did an update
4 Comments 4
AbegailS_
QuickBooks Team

Under Sales then Customers, I click on a specific customer name to see their open invoices. The open invoices are there but no invoice date. Why is it doing this?

I'm here to provide troubleshooting steps to help you get back to working order, @msclean.

 

First of all, make sure 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 and 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. 

 

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.

msclean76
Level 1

Under Sales then Customers, I click on a specific customer name to see their open invoices. The open invoices are there but no invoice date. Why is it doing this?

I’m not creating a new invoice.  I’m looking at the invoices in the customers account to apply payment.  Do I need to see the posted invoice date to do so.  Why is it not there suddenly again?  The columns are once again partially cut off.  This happened last time Quickbooks did an update l.  Then I messaged on here and everyone said it’s there as always.  It wasn’t but then suddenly appeared.  

msclean76
Level 1

Under Sales then Customers, I click on a specific customer name to see their open invoices. The open invoices are there but no invoice date. Why is it doing this?

I’m not creating a new invoice.  I’m looking at existing ones to apply payment.  Under Sales, Customer and selecting the customer so I can see all their invoices.  The invoices show up but columns on the left are being cut off.  This happened last time Quickbooks did an update.  Invoice Date is automatically supposed to be a column showing up.  This is not one you can select.   But it’s being cut off.  

Carneil_C
QuickBooks Team

Under Sales then Customers, I click on a specific customer name to see their open invoices. The open invoices are there but no invoice date. Why is it doing this?

Thanks for your reply, @msclean76.

 

I know how to sort out this issue and show all the columns from the customer's page. I'd be glad to walk you through how.

 

To see all the columns to show all invoice dates you're looking for, we can scroll down to the bottom of the page and move the scroll bar.

 

Otherwise, you can click the burger icon from the customer search box. This will let you see the cut-off columns. I'll be adding a screenshot below for your visual reference.

 

 

Also, you can see this resource to help you personalize your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

On top of that, we have various reports that we can pull up to help you track your invoices:

 

 

Please let me know if you have any questions about managing invoices. I'll be right here to help. Wishing you the best.

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