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norwin-norwinmfg
December 19, 2023
Question

Can I change columns of Invoice template where the Desc, Qty, Rate is? In QB Desktop I customized invoices to show Batch, PO Line#, U/M, and normal columns. Cust requires

  • December 19, 2023
  • 1 reply
  • 0 views
My Desktop Invoices had Batch, PO Line #, Desc, Qty, U/M, Unit Price, Amount in the columns. Our customer requires this and it must be on the invoice. I was able to add Batch and Work Order to the custom fields, but the PO Line # and U/M (Unit of Measure) are also required.

    1 reply

    Nicole_N
    Nicole_N
    December 19, 2023

    Yes, Norwin, you can customize the columns on your invoice template to show the information you need. Let's go over some details to achieve the task in QuickBooks Online.

     

    When creating an invoice, you have the option to change the label of the columns using the Custom Form Styles feature. I'll show you how:
     

    1. From the Cog Wheel, select Custom form styles.
    2. Choose an Invoice template you want to modify, then click Edit.
    3. Select Content, then Table, and tap Edit labels and widths.


       
    4. Change the labels to reflect the information you want your customers to see.
    5. Press Done.

     

    Please note that changing the labels will only affect what your customers see when they receive the invoices. It will not alter the invoice columns when you are creating one. Just make sure to choose the correct template from the Customize button to apply the changes. To verify, you can Print or Preview to see if the column looks the way you want.

     

     

     

    To learn more about personalizing and adding specific info to your sales forms, check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

     

    Moreover, I'm adding this article to learn how to email and print multiple invoices in QuickBooks: Email or print multiple sales forms.


    Please keep me posted if you need further clarification about customizing sales forms in QuickBooks. The Community is always around to provide the necessary help.

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    norwin-norwinmfgAuthor
    December 22, 2023

    How would this be helpful if I can't see these columns or input data into them? I need to put the actual Batch #, Line Item #, and U/M (unit of Measure) into their respective columns. In total I need 7 Columns across for the item I'm billing. This was easily achieved in the Desktop version. My invoices included columns Batch, PO Line #, Description, Qty, U/M, Unit Price, Amount with the relevant data. It also included Item (which is Product / Service in QB online), This column just showed up in the making, but not on the customer's copy. 

    K
    Kurt_M
    December 22, 2023

    Hello there, Norwin.

     

    We see the relevance of this matter, and having those fields and columns available inside would provide advantages to your business. Since the option you're trying to access isn't available inside QuickBooks Online (QBO), we recommend sending a feature request to our Product Development Team. They can evaluate your suggestion and consider it for future program updates. We'll input the steps below:

     

    1. Access your QuickBooks Online company.
    2. On the top right-corner, click the Gear icon.
    3. Select Feedback and then enter your comments or product suggestions.
    4. Once ready, click Next to submit feedback.

     

    Furthermore, we're adding these articles to help you manage invoice payments and keep track of your transactions inside the program:

     

     

    Know we're only a click away if you need help managing invoices or have other QuickBooks-related tasks, Norwin. Keep safe.

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