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Discount and round off option i have make it turn on but its not reflecting in invoice because my invoice format was customized by me so please call me and solve problm

 
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QuickBooks Team

Discount and round off option i have make it turn on but its not reflecting in invoice because my invoice format was customized by me so please call me and solve problm

Nice to have you in the Community space, @newtechsystems84.

 

I appreciate you for sharing the details with me. I’m here to help and get this sorted out.

 

By the way, good job on customizing your invoice format. To use your personalised format, you’ll want to ensure you’ve selected as the default template of your invoice. This way, the Discount and round off option will reflect on your invoice. 

 

Let me guide you how to do it in your QuickBooks Online (QBO) account:

  1. Go the + New menu.
  2. Select Invoice.
  3. Click Custmise at the bottom of the invoice.
  4. Select the invoice template you’ve created. 1.JPG
  5. Enter the needed information and click Save and send.

I’m adding this article that you can read for more details: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

If you still wish to get in touch with us, you can refer to the steps provided in this article: QuickBooks Online Support.

 

Additionally, in case you want to learn how to attach files and customise your email forms. Check this link that can guide you through the detailed steps: Email and customise sales form.

 

Let me know if you have other concerns personalising your invoices in QBO. I’m just a post away from you. Keep safe!