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apratower
Level 1
posted
‎October 29, 2021 05:11 AM
last updated ‎October 29, 2021 5:11 AM

There is TDS field, i like to display in my custom invoice that i created, but unable to do so as all the <parameters> does not show any qb custom invoice form avail. ?

 
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1 Comment 1
jamespaul
Moderator
Moderator
‎October 29, 2021 07:32 AM

There is TDS field, i like to display in my custom invoice that i created, but unable to do so as all the <parameters> does not show any qb custom invoice form avail. ?

Hello, apratower. 

 

I'd like to help you out with the missing TDS field on your custom invoice. 

 

Just to clarify on the parameters, are you referring to the TDS types? Or are the TDS fields not appearing on the invoice from when creating it? I'd appreciate more clarifications on the matter, so I can guide you to the right path. 

 

In the meantime, let's do the following steps to help you with the TDS field issue. 

 

If you're referring to the TDS types such as salaries or dividends, they won't appear when you print or preview the invoice. They will only appear when you create the transaction. Though, the TDS amounts will still show. 

 

If you need to show the types to your customer, there's a couple of workarounds you can do. 

 

The first method is to use the custom fields. You can create one by going to the Custom fields menu. Here's how: 

 

  1. Click the Gear icon, then select Custom fields.
  2. Proceed with the Add field button.
  3. Set the Name to TDS Type or similar. 
  4. Check the All Sales forms box, then toggle the Print on forms radio button to On.
  5. Click Save.

 

When you create an invoice, enter the TDS type manually on the field. 

 

The second method is to use the Message on invoice or Message on statement box and indicate the TDS types from there when you create an invoice. 

 

However, are the TDS types and amounts not appearing when you create an invoice? Make sure to enable the Apply TDS for this customer setting in your customer's profile. Here's how: 

 

  1. Go to Sales, then select Customers. 
  2. Open the customer you want to enable the TDS setting on. 
  3. Click the Edit button. 
  4. Go to the Tax info tab.
  5. Check the Apply TDS for this customer box.
  6. Click Save. 

 

Create an invoice again, then check for the TDS Type and TDS Amount fields. 

 

If you need help recording your invoice payments, you're more than welcome to use this article for a guide: Record invoice payments in QuickBooks Online. 

 

I'm still looking forward to your reply regarding the clarifications. Though if you have any other concerns regarding QuickBooks Online, don't hesitate to add them to your reply. I'm always here to help. 

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