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S
Spiceworld
December 28, 2022
Question

Invoice item note

  • December 28, 2022
  • 1 reply
  • 0 views

Hi

I need to be able to add a note to each invoice item on an invoice.

 

Is this possible in Quickbooks like it is in Freshbooks?

 

An example is that i do Property maintenance and want that as the main invoice title, however i want to add a note to that line entry and then put the property that i worked on for that invoice entry. 

 

Cheers

Richard

1 reply

MaryLandT
MaryLandT
December 28, 2022

Adding a note to each invoice item is possible in QuickBooks Self-Employed, Spiceworld.

 

You can simply add notes in the Enter item description or details field while creating an invoice. See the attached screenshot below as your visual guide.

 

 

You can also use the Message box if you want to add more details about the item. Simply click Email and enter the information before sending it to your customer.

 

You can do more on your invoices by checking out this article: Learn how to add products and services to an invoice and send it to your customers.

 

When you receive the payment, you can manually add it to QBSE. Or categorize it's downloaded from your bank. The following articles will show you how to review transactions.

 

 

If I can be of any other help, please drop a reply below. I'll always have your back @Spiceworld.

S
SpiceworldAuthor
December 30, 2022

Hi

Thank you for the reply.

However i don't get the same view as you are showing and i can't see any way of adding a note to each item.

All i get is as per attached image.

I assume as its online i haven't got to update anything to maybe get an updated version of the software?

Regards

Richard

M
Mark_R
December 31, 2022

Thank you for getting back to us and providing a screenshot of your invoice interface, @Spiceworld.

 

The screenshots shared by my colleague MaryLandT above are the new interface of the invoice page in QuickBooks Self-Employed (QBSE). It seems that your QBSE account is still using the old interface that's why you can't see the Enter item description or details field.

 

Please know that we're rolling out the new update of the invoice interface to some QBSE users, and still continuing to update others. In the meantime, I suggest utilizing the Message field to add a note to each of your invoice items.

 

You may also want to read this article to learn more about creating invoices in QBSE: Create invoices in QuickBooks Self-Employed. This will also help you how to send invoices to your customers.

 

Feel free to leave a comment below if you need further assistance creating invoices in QBSE. The Community team and I are always here to help.

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