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D
Downsview
May 11, 2021
Question

Are we able to add "Section Headers" to Invoices?

  • May 11, 2021
  • 1 reply
  • 0 views

Hello,

 

We have different categories of service items we offer to customers and we wanted to categorize them on invoices accordingly, separated by a Header/Label for each section/category on the invoice, (which can be underlined- not a must). For now, I just type the header/label under "Product/service" on a line, but it appears with 0 & $0.00 on the invoice, which doesn't look good.

Also, as of yesterday I've noticed a new header of "Charges" appearing on my invoices (only in Print preview & when printed), which wasn't there before.  How can we remove it?

 

Cheers!

1 reply

R
Ryan_M
May 11, 2021

Hi @Downsview,

 

You can create categories for your products and services in QuickBooks Online (QBO). You can then customize your invoice template to show these categories. 

 

Follow the steps below to create categories:

  1. Highlight the Sales tab.
  2. Select Products and Services.
  3. Click the More drop-down menu, then choose Manage categories.
  4. Tap New category, then enter a name for it.
    • Tick the Is a sub-category box if you want to create a sub-category.
  5. Press Save.

Refer to this article for the steps on how you can customize your invoice template: Customise invoices, estimates, and sales receipts in QuickBooks Online. Scroll down to Step 3: Customise the info on your forms for more details. 

 

Post a reply and tag me in the comments below if you have other questions about categories in QBO. I'll get back to you as soon as I can.

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