cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
NEW Connect to DBS IDEAL direct bank feeds Click here
humayun-dpfze-ae
Level 1

How can i remove the service date from invoice and change it with PO item number?

 
Solved
Best answer a month ago

Best Answers
Heide DC
QuickBooks Team

How can i remove the service date from invoice and change it with PO item number?

Thanks for reaching out to the Community space, Humayun. Let me guide you on removing the Service date from the line items on your invoices to personalise the information on your sales forms in QuickBooks Online (QBO).

 

You might want to turn off the Service date function. Then, it'll remove the Service Date column when creating an invoice. 

 

Let me show you the steps: 

 

  1. Click the Gear icon in the upper-right corner, and select Account and Settings.
  2. Select the Sales tab, and go to the Sales form content section.
  3. Turn off the button in the Service date box.
  4. Click Save and Done.

 

Currently, we don't have the option to change the Service date section to PO item number. However, there's a way to show the PO item number by adding it in the custom field from a specific area of your invoice template. You can follow the steps below on how to perform this:

 

  1. Go to the Gear icon and choose Custom fields.
  2. Click the Add field option in the upper right corner.
  3. In the Name field, enter the PO item number, and then put a checkmark on the All Sales forms and Purchase Order by ticking the box beside it.
  4. To show it in the print and preview, tap the icon Print on the form on its right side.
  5. Click the Save icon. Once done, the PO item number section will show above the Product/Service section.

 

Moreover, you can check this article to learn how to customise reports and focus on the details that matter the most to you: Customise reports in QuickBooks Online.

 

If you have other concerns about managing invoices in QBO, don't hesitate to comment below. We're always here to help. Keep safe.

View solution in original post

3 Comments 3
Heide DC
QuickBooks Team

How can i remove the service date from invoice and change it with PO item number?

Thanks for reaching out to the Community space, Humayun. Let me guide you on removing the Service date from the line items on your invoices to personalise the information on your sales forms in QuickBooks Online (QBO).

 

You might want to turn off the Service date function. Then, it'll remove the Service Date column when creating an invoice. 

 

Let me show you the steps: 

 

  1. Click the Gear icon in the upper-right corner, and select Account and Settings.
  2. Select the Sales tab, and go to the Sales form content section.
  3. Turn off the button in the Service date box.
  4. Click Save and Done.

 

Currently, we don't have the option to change the Service date section to PO item number. However, there's a way to show the PO item number by adding it in the custom field from a specific area of your invoice template. You can follow the steps below on how to perform this:

 

  1. Go to the Gear icon and choose Custom fields.
  2. Click the Add field option in the upper right corner.
  3. In the Name field, enter the PO item number, and then put a checkmark on the All Sales forms and Purchase Order by ticking the box beside it.
  4. To show it in the print and preview, tap the icon Print on the form on its right side.
  5. Click the Save icon. Once done, the PO item number section will show above the Product/Service section.

 

Moreover, you can check this article to learn how to customise reports and focus on the details that matter the most to you: Customise reports in QuickBooks Online.

 

If you have other concerns about managing invoices in QBO, don't hesitate to comment below. We're always here to help. Keep safe.

humayun-dpfze-ae
Level 1

How can i remove the service date from invoice and change it with PO item number?

thanks for your reply and I removed the service date from the invoice table. the 2nd part of my question was however not understood. PO item number shall be added in the invoice table and not in the header. 

I also want to know if we can enter customer PO and then make a partial invoice for the items delivered. 

we have to mention the line item numbers or PO item numbers in the invoice table as per customer PO. 

but I dont find a solution for this. I look forward to hearing from you soon. 

Kurt_M
QuickBooks Team

How can i remove the service date from invoice and change it with PO item number?

Hi there, Humayun. We'll provide further details to help you get through this and show the information you want to see in your invoices inside QuickBooks Online (QBO).

 

Since you mentioned the customer, we'd like to clarify if you're referring to a Purchase order or the Estimate. Please know that the option to add the PO line item number inside the invoice is not possible. To get around this, manually enter the line-item number in the Description field in each item inside the transaction.

 

Also, yes. You can enter partial invoice payments for the items delivered to the customers. We'll be happy to write down the steps to get you going:

 

  1. Access your QuickBooks Online company.
  2. On the left navigational bar, click the +New button.
  3. Choose Receive Payment.
  4. Enter the customer's name, and then select the invoice by putting a check mark.
  5. In the Deposit to section, select Undeposited Funds or where you want the payment to deposited.
  6. On the Payment column, enter the partial payment amount.
  7. Click Save and close.

 

For more details, please see this page: Record invoice payments in QuickBooks Online.

 

In addition, here's an article to help you create personalised sales forms inside QBO: Customise invoices, estimates, and sales receipts in QuickBooks Online.

 

We encourage you to visit us here in the Community space if you have additional questions about handling invoices and purchase orders inside the program. Keep safe.