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148312412
Level 1

prevent category from showing on invoice

suppress category on invoice sent to customer
1 Comment 1
ShangY
QuickBooks Team

prevent category from showing on invoice

I'm delighted to see you here! I see this is your first post, so welcome to the community. It's my pleasure to help you with removing the Category field from your invoice. I'll walk you through the Invoice settings to ensure you can achieve this effortlessly.

 

You can follow the steps below:

 

  1. Go to the Sales menu and navigate to the All Sales section
  2. Locate the invoice in the list and select Edit.

    image_720.png
  3. Go to the Gear icon on the invoice page.

    image_720.png
  4. Scroll down and click Change what your customer see.

    image_720.png
  5. In the Content tab, choose the second invoice content section.
  6. Under Product/Service, uncheck the box for Category.
  7. To review the details, tap Preview PDF.
  8. When ready, press Done.

    image_720.png

 

You can also do that by going to the Gear icon, select Custom Form Styles, and click Edit.

image_720.png

 

In addition to this, you can visit this link to gain additional insights into customizing your invoice and other sales forms. You'll find tips on choosing colors, fonts, and layouts that match your brand, as well as ways to add your logo or even specific terms and conditions.

 

Feel free to drop by any time if you have follow-up questions about removing Category or other invoice customisation. You can mention me in this thread, and I'll jump in to help you right away. Until then, I hope you have a wonderful day!