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greggindustries
Level 1

Where is the feature of the invoice screen Add to Invoice from timecards that lets me show each week for a given customer? I'm tired of hitting "Custom..." all the time.

The dropdown shows "This month", "Last month" and custom. I cannot invoice based on months. I just want a setting somewhere that says to show the different un-invoiced weeks in this same dropdown so I can easily select them.
1 Comment 1
MadelynC
Moderator

Where is the feature of the invoice screen Add to Invoice from timecards that lets me show each week for a given customer? I'm tired of hitting "Custom..." all the time.

Thanks for visiting us here in the Community, @greggindustries.


The option that has the ability to show and select un-invoiced weeks is a good idea. As of the moment, the dropdown or filters we have are only This month, Last month and Custom.


You can utilize a third-party app that can help you with this. We have available and guaranteed compatible tools located in your Apps menu. Check which one works best for your business. Let me show you how:

 

  1. Select the Apps menu from your left pane.
  2. Enter any keyword in the search box. Results will show after you hit it.
  3. You can select each to learn more about their features.
  4. Once decided, press the Get app now button.
    Capture.PNG


In case you’d like to create more personalized invoices moving forward, you can refer to this article here about customizing sales forms in QuickBooks Online. This contains complete instructions, so layouts and contents are achieved.


Should you have any other concerns with sales transactions, please let me know. I’ll be here to assist you anytime.

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