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joe-polasik
October 18, 2023
Question

Invoice Custom forms

  • October 18, 2023
  • 1 reply
  • 0 views

This is more of a feature request because I'm pretty disappointed in what is to do in custom forms. 

 

I would like to be able to put project transaction information(previous invoice/payments, estimates/progress) on an invoice. Specifically a custom form invoice. I was able to get some accounts summary data on an invoice but I think this confuses people more than anything because provide on very select intonation and I cannot decide what it shows.  Also I would prefer this information below the invoice charges to not confuse people however quickbook put in a default note about "see detail below"  so you really cannot do that without causing more confusion.

 

Also when the account summary is turned on (which you have to do through the QB default invoice not the custom one, to make this more confusing) you loss the ability to show active invoice payment and balance due. These fields switch switch over to nothing and account balance respectively and then there is no way to show the former on the invoice.  I'm not sure why we cannot just have access to all the data at the same time, it clear shows up on the UI when editing the invoice.

 

If this is not possible being able to do a custom form for account statements and being able to do accounts statements on projects would help to get the data needed to the clients.

1 reply

K
KimberlyS
October 18, 2023

I appreciate you sharing the details about how you want to improve our product, Joe. I acknowledge that you want to include your preferred data in your invoice to enhance your business communication.

 

In QuickBooks Online (QBO), the custom form style helps you choose what template you want to use and the details you wish to display with your invoices.

 

Since not all your preferred information was available when customizing your invoice, I recommend sending insights and suggestions directly to our product engineer. They can take note of your idea and might add this to the future update.

 

Here's how:

 

1. Proceed to the Gear icon.

2. Select Feedback.

3. Share your comments or product suggestions.

4. Click Next to submit.

 

You can track feature requests through the QuickBooks Online Feature Requests website.

 

On the other hand, regarding your concern about the QB default invoice, you can manually select your template under Customize when creating your invoice. Also, you can set your preferred template as a default to use it continuously. Let me guide you on how.

 

  1. Head to the Gear icon. 
  2. Under Your Company, select Custom form styles.
  3. Look for the customized template.
  4. Click on the drop-down button, then select Make default.

 

Moreover, consider scanning these articles to have a guide if you want to personalize, print, and email the invoice you just created: 

 

 

The Community is just a click away whenever you have further questions regarding the custom form styles of your invoices or any concerns with QBO. We are always here to help.

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