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March 6, 2025
Question

Invoice template

  • March 6, 2025
  • 1 reply
  • 0 views

I need to customize a template.  I need to itemize out products and services, and also provide a LENGTHY explanation of work done.  The two lines in the notes field is nowhere sufficient enough.  I need a paragraph box, at least.  How can I customize the template?

1 reply

March 6, 2025

I appreciate your input regarding the customized invoice template, @2Melectric. Let's get this observation heard to help improve everyone's experience and program functionalities.

 

Before we proceed with the invoice template, let me first clarify what you mean by itemizing our products and services. Do you want to associate these products and services with a specific customer? Any information added would be appreciated.

 

Meanwhile, when adding a message to the note field while creating invoices, please know that only 1,000 characters will be accepted, please refer to the screenshot below. 

 

With that said, I suggest submitting feedback to enhance the software's functionality. This will allow us to track and consider your suggestions for future updates.

 

Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Go to the Gear icon and select Feedback.
  3. Type in your feedback and suggestions.
  4. Click Next to submit them.

 

You can also share your feedback directly through this link: Customer Feedback for QuickBooks Online.

 

Additionally, when a customer pays an open invoice, you need to record the payment in QuickBooks.

 

We value your business and are committed to providing you with the best possible solutions. If you have any further questions regarding invoices, please don't hesitate to reply. The Community team is always here to help.