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harlandgd
November 5, 2022
Question

Invoice changes

  • November 5, 2022
  • 1 reply
  • 0 views

How can I change the order of item rows on an invoice (or add in a row) into a created invoice that has been saved but not yet sent. TIA!

1 reply

T
Trish_T
November 7, 2022

Hi harlandgd,

 

Thanks for reaching out here.  QuickBooks Online has the versatility you need when creating your business forms.  I'd be glad to assist!

 

When an invoice has been created, you can edit the information and send it to your customer with confidence.  Here's how;

 

1. From the left menu, open +New

2. Select Invoice

3. Click on the history icon in the top left (looks like a clock)

4. Select the invoice, or scroll down to View more

5. Locate the invoice in the list and click on it to expand the view

6. Click Add lines above the Message on invoice field

7. Hit Save, Save and send, or Save and close

Note; To reorder the items in the list, copy/paste the information into the correct fields, or select the Delete icon to the far right of the line item and then re-enter the information as necessary.

 

If you have any other questions, please feel free to reach back out.  We'd love to help!

 

W
workin
May 15, 2024

There should be an option to re-arrange the items on an invoice.  It is ridiculous to  have to delete and re-enter all the data...this is NOT a time saving tool! Like we have nothing else better to do with our time! thanks for nothing.

 

Note; To reorder the items in the list, copy/paste the information into the correct fields, or select the Delete icon to the far right of the line item and then re-enter the information as necessary.

J
JamesM4
May 15, 2024

Hello workin. Thanks for chiming in on this thread. I'll be glad to steer you in the right direction so your voice is heard. I can see the benefit of having this function and I encourage you to send feedback to our product developers so it can be considered in future updates. To do this, click on the Gear icon and look for Feedback. In the meantime, feel free to ask other questions. I'm here to assist.

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