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Proledge7
February 26, 2020
Question

How can I print the a Class on an Invoice?

  • February 26, 2020
  • 2 replies
  • 0 views

My client would like to see the class on their invoices.  Is this possible to?

2 replies

Rustler
Rustler
February 26, 2020

Not an option, class is an internal reporting tag, nothing more, and as such has nothing to do with the customer

J
JAWB
November 19, 2024

It isn't only for categorizing data, I also use it to show an employee who performed work. As QBO doesn't allow you to reference line items by employee, it is the only way our customers can see who did the work. It saves time from having to download reports from another program, format, and attach them to the invoice. It also provides insight into service profitability by subcontractors & employees. So it is a win-win for our customers and internal reporting. We also don't use QBO Payroll.

G
GraceC
February 26, 2020

Let provide few information, @Proledge7.

 

In QuickBooks, a category is a way to classify the products and services you sell. In the meantime, ensure to put the check mark the Category from the Custom Form to include the class.

 

Here's how:

  1. Go to the Gear icon.
  2. Under Your Company, click the Custom Form Styles.
  3. Click New Style.
  4. Locate the invoice you want to print.
  5. Select the Edit under Action.
  6. Click Content, select the Header.
  7. Put a check mark Product/Service and Category.
  8. Click Done.

I've attached this article if you want to customize invoices, estimates, and sales receipts.

 

If you need further assistance with this, please comment below by clicking the reply button. I'll get back to you as soon as possible.

K
kandus11
August 26, 2020

the catagory is not an option on mine>?

MaryLurleenM
MaryLurleenM
August 26, 2020

Hello there, kandus11,

 

When you customize the invoice, under Content, click on the invoice body. From there, put a check mark on Product/Service and Category. Click Done to save changes.

 

Please refer to the screenshot below:

 

 

 

Here's an article to learn more about invoice customization: Customize invoices, estimates, and sales receipts.

 

Stay in touch if you have additional questions.

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