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FlyGlobal
August 21, 2023
Question

Generate an Invoice which only shows the invoice total and not the individual line items

  • August 21, 2023
  • 1 reply
  • 0 views

Hi,

I need to send copies of invoices to our customers, but the breakdown includes some line items I dont want them to see.

Is there a way to hide the individual line items on an invoice so the customer cannot see it?

 

Regards,

1 reply

JoesemM
JoesemM
August 22, 2023

Good day, @FlyGlobal. I'm delighted to help you create an invoice that shows the total amount and hides the individual line items. This way, you can hide the details when sending the invoice to customers in QuickBooks.

 

In QuickBooks Online, you can customize the Invoice List report, adjust its columns, and conceal line items that your customers shouldn't view. After making these changes, you can effortlessly send the total of the invoices.

 

Here's How:

 

  1. Go to Reports in the left navigation panel.
  2. Scroll down to the Who owes you section, and pick Invoice List.
  3. In the Report Period, enter specific dates.
  4. In the Rows/Columns and Filter section select the options you want to see in the report.
  5. Click Run Report.



     

 

You can refer to this article for more details about reports in QBO:

 

 

Additionally, I've included an article that'll help you personalize your sales forms in QuickBooks Online. This way, you can add the info that matters most to your business: Customize Invoices, Estimates, and Sales Receipts.

 

If you have further inquiries about managing reports, feel free to ask by leaving a comment below. I'm here to assist you. Take care and have a great day!

F
FlyGlobalAuthor
August 22, 2023

Hi @JoesemM ,

 

Thank you for your response.

 

But I can see this shows a list of invoices, with just the total showing.

 

But I need to send an Invoice to a customer, which doesn't show the breakdown to the customer. Is this possible?

DHeraV
DHeraV
August 22, 2023

I appreciate you clarifying the details of your invoice query, @FlyGlobal. Let me join this thread and share some steps you can perform to complete your tasks.

 

In QuickBooks Online (QBO), you can create an invoice template showing only the needed data. Let me walk you through the steps for a seamless process:
 

  1. In your QBO account, go to the Gear icon, then select Custom form styles.
  2. Click on New style, then select Invoice. Tip: Click on Edit if you have an existing invoice template. 
    Note: Images contain dummy addresses and names.


     
  3. In the Design section, enter the template name.


     
  4. Go to the Content section, then select the Table to customize. Tip: You can also customize the Header and the Footer.


     
  5. To show only the amount, untick the boxes for Products/Service, Description, Quantity, and Rate. 


     
  6. Once ready, click on Save.

 

Kindly see the image below for a visual reference:


 

To use the invoice template permanently, you can make it your default.


 

For detailed information, kindly visit: Customize invoices, estimates, and sales receipts in QuickBooks Online.
 

After which, you can now proceed to send invoices to your customer.

 

You might also consider reading this article, which provides guidance on creating templates for transactions that occur regularly: Create recurring transactions in QuickBooks Online.
 

I'm always open and ready to assist you if you require further assistance or have additional QuickBooks-related queries. Just let me know by adding a reply below. Take care.

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