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October 23, 2022
Question

Can i change activity invoice to a service invoice?

  • October 23, 2022
  • 1 reply
  • 0 views
is there a service invoice

1 reply

LieraMarie_A
October 23, 2022

Hi there, @service-rapidplu.

 

Welcome to the Community! I've come to share some information about creating a service invoice in QuickBooks Online (QBO).

 

Do you need to track services rendered to your clients? In QBO, you can add the product or service you’re selling to an invoice. If you need to keep track of the service date, switch on the Service Date option in your settings. 

 

Here's how:

 

  1. Click the Gear icon.
  2. Choose Account and settings.
  3. Select the Sales tab, then go to the Sales form content section.
  4. Turn on the Service date option.
  5. Click Save, then Done.

 

Once done, you'll see a new Service date column to your invoices.

 

I'm also adding this article to learn how to design and personalize the invoices that you send to your customers: Customise Invoices, Quotes, and Sales Receipts.

 

Finally, if you're a project-based business, you can create progress invoices to request partial payments during a project.

 

You can always post your questions here. We'll be sure to get back and help you as soon as we can. Have a nice day!