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Joy VFSC
Level 2

I would like to modify the VAT Summary in the invoice template, it shows "VAT CUSTOM-5%" but I can't find where I can either delete or modify it. Please help.

 
3 Comments 3
Ryan_M
Moderator

I would like to modify the VAT Summary in the invoice template, it shows "VAT CUSTOM-5%" but I can't find where I can either delete or modify it. Please help.

Hi @Joy VFSC,

 

I can walk you through how you can edit your invoice template in QuickBooks Online (QBO).

 

Follow these steps:

 

  1. Go to the Gear icon.
  2. Select Custom Form Styles.
  3. Click the Standard template.
  4. Hit the Content tab.
  5. You'll see a sample invoice on the right side. Tap the bottom part of it.
  6. Under the Display section, ensure the VAT summary isn't selected.
  7. Press Done.

You'll find more details of this process in this article: Customise invoices, estimates, and sales receipts in QuickBooks Online. It's a detailed step by step guide on what are the available options you have in changing your templates, as well as the steps to accomplish them.

 

Don't hesitate to let me know if you have other questions about your QBO company. I'll be glad to help you out.

Joy VFSC
Level 2

I would like to modify the VAT Summary in the invoice template, it shows "VAT CUSTOM-5%" but I can't find where I can either delete or modify it. Please help.

Appreciate your quick assistance on this. However, I don't want to disable the VAT Summary, VAT applies to our invoices. But I need to edit the the field title which shows "VAT CUSTOM - 5%". I need to delete the "CUSTOM" as it does not look good in the invoice. I have attached here the sample invoice to better understand my concern. Thank you in advance! Cheers!

JessT
Moderator

I would like to modify the VAT Summary in the invoice template, it shows "VAT CUSTOM-5%" but I can't find where I can either delete or modify it. Please help.

Hi Joy,

 

You can edit the name of the tax in your settings to remove the word CUSTOM, and the change will reflect on your invoices. To do this, go to Taxes click the less than < or greater than > symbols to find the custom tax. Then, click on Edit VAT CUSTOM - 5%.


 

For more references about VAT, just click on Help and type something like VAT.

 

Let me know if you have other questions in mind. Have a good one!