Skip to main content

SUMMER SAVINGS 90% OFF QuickBooks for 3 months* Ends 8/27

Buy now
Switch to QuickBooks and 70% off for 3 Months
August 14, 2021
Question

When I send a customer an invoice it dose not send an itemized invoice just the amount owed

  • August 14, 2021
  • 2 replies
  • 22 views
No text available

2 replies

Level 9
August 14, 2021

Hello there, @joseph-bogdan. Glad to have you here.

 

The information of an invoice that you've sent to your customer depends on the template you applied for it. 

 

Since QuickBooks invoice doesn't send an itemized invoice, let's customize the template using the Custom form style feature. Then, include all the important details that you need.

 

Follow these steps to accomplish the task:

 

  1. Go to the Gear icon.
  2. Select Custom form styles under Your Company.
  3. If you have existing templates created, make sure to select the one that you'll use for the invoice template.
  4. Click Edit under the Action column.
  5. In the Content tab, click the middle part of the form.
  6. Then, tick the Product/Service and Description boxes.
  7. Hit Done to reflect the changes.

 

Note: Make sure you select or apply the correct template for the invoices. Go back to the invoice and click Customize at the bottom and choose the appropriate template. Then, resend the transaction to your customer. The items added to the invoice you emailed will be visible to them.

 

 

If the same thing happens, probably, this is a browser-related issue. You can follow the steps below:

 

Step 1: Use an incognito window:

 

It's likely a result of a browser error. This prevents your browser from storing additional cache files. It's a way to check issues caused by a full cache.
 

Step 2: Delete cache and temporary internet files:

 

If it works, you can clear cache and temporary internet files to optimize the browser's performance. It will also help delete the information stored in the cache. Another way is to use compatible browsers with QuickBooks Online

 

You may want to read through these articles to learn about managing invoices, and customizing templates:

 

 

If you still need more help with handling invoices or other transactions in QuickBooks, please let me know by utilizing the Reply button below. I'll be around to continue to help you. Take care always.

Level 9
August 16, 2021

Hi joseph-bogdan,


Hope you’re doing great. I wanted to see how everything is going about sending an itemized invoice to your customer. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!