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fghjui98765
Level 1

Custom Invoice

I am unable to remove the 2nd (detail) section from the invoice.  The invoice generator shows the section removed, but it is always back when I print it or email it or save a pdf.  Please do not get back to me with 'steps' - I am doing it right.  Please look into this bug.

5 Comments
Rea_M
QuickBooks Team

Custom Invoice

Hello there, @fghjui98765. I'm here to share details about customizing invoices in QuickBooks Online (QBO). This way, you're able to manage the information added to your transactions accordingly.

 

You're able to edit the labels of your invoices when you customise them in QBO. Based on your issue above, it seems that you want to remove the Description (detail) column of your invoice content. When you've already unchecked the said column when customised your invoice, you just need to make sure you're using the appropriate template before printing, emailing, or saving the transaction as a PDF. With this, the Description column won't be included. Please see the attached screenshots below for your reference.

 

To learn more about this, you can refer to this article: Customise invoices in QuickBooks Online.

 

Also, you're able to send reminders to customers when their invoices are or soon to be overdue in QBO. If you wish to learn more about this, I'd recommend checking out this article: Invoice reminders in QuickBooks Online. It includes steps on how to manually and automatically send invoice reminders.

 

Let me know in the comments below if you have other concerns about customizing invoices in QBO. I'm just around to help. Take care always.

fghjui98765
Level 1

Custom Invoice

This is not what I'm asking.

 

The editor - under the content window - shows that I am able to 'remove' the middle section.  See below.

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However, the middle section is ALWAYS visible when I go to print or email or generate the invoice - usually showing a minimum row number and cost per row.  See below.

 

 Screen Shot 2021-03-01 at 1.47.44 PM.png

 

Screen Shot 2021-03-01 at 1.47.44 PM.png

 

 

MarsStephanieL
QuickBooks Team

Custom Invoice

Hello there, @fghjui98765.

 

Allow me to share some details about this option to take out the content on the middle part of the invoice in QuickBooks Online.

 

This event that you've encountered isn't a bug. When customizing the invoice form, you can uncheck the information you don't want to appear. However, to make the invoice data clear to the system for future tasks, it saved the number of transactions and its amount once you're going to create it. Here are some screenshots for your reference:
 

 

I've added an article about setting up multiple invoice from one estimate, in case you need this on your future tasks: Set up and send progress invoices in QuickBooks Online.

 

I'll be here if you have other questions. Please don't hesitate to let me know in the comment section. Take care.

fghjui98765
Level 1

Custom Invoice

What are you talking about?

 

What does this even mean?

"to make the invoice data clear to the system for future tasks, it saved the number of transactions and its amount".

 

I don't want to delete that data - I just don't want it to show up on the invoice - just as the form generator shows.  

 

Don't you understand?  I don't want itemized costs sent to the customer - just the total.

 

AlcaeusF
Moderator

Custom Invoice

Hello @fghjui98765,

 

Welcome to the Community. I can provide some clarification about the information posted above.

 

My colleague is referring to the details showing when you print or email an invoice. Currently, the option to completely hide the details from the middle section of the template is unavailable.


As a workaround, you can download the invoice as a PDF, then find a third-party application that will help you edit the file. Some apps help remove other info that you don't need to send to customers.

 

You can find the Download option from the Print preview section (see screenshot below).

 

1.JPG

 

Though, it would be beneficial to send an invoice with a total only in QBO. Our engineers might be working to bring this ability over to this platform in the future. As we assess this, you can check our QuickBooks Blog for product updates.

 

For additional reference, I've attached a link you can use to personalise sales forms in QuickBooks: Customise invoices, quotes, and sales receipts in QuickBooks Online.

 

Drop me a comment below if you have any other questions related to invoices. I'll be happy to help you some more.