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TheRedding
October 31, 2018
Question

Date column missing from PDF of invoice.

  • October 31, 2018
  • 1 reply
  • 0 views

Howdy all,

 

I am having a bit of trouble with invoice customization. I have the date column selected for the activities in my invoice, and it shows up in that preview window, but when I preview an existing or new invoice, the column is missing.  I do have the date selected in the invoice settings.  Any thoughts?

    1 reply

    A
    Anonymous
    October 31, 2018

    Greetings, TheRedding,

     

    I'm here to help you with your invoice customization.

     

    First, let's verify if the Date column is still enabled in the Custom Form Styles window. Here's how to do that:

     

    1. Click the Gear icon.
    2. Select Custom Form Styles.
    3. Locate the invoice template you're updating.
    4. Click Edit.
    5. Go to the Content tab.
    6. Click the middle section of the template.
    7. Make sure the Date is marked in the Columns section.
    8. Click Done.
    9. You can also set your invoice template as default by clicking the drop-down arrow beside Edit then selecting Make default.

     

    Once done, reopen or create a new invoice. Make sure the transaction is using the correct template. Follow the steps below to update the invoice template:

     

    Open a new invoice.

    At the bottom of the transaction, click Customise.

    Click the correct template name.

    Click Print or Preview.

     

    That should do it, TheRedding. I'm just a post away if you need further assistance. Have a good one!

    T
    TheReddingAuthor
    November 5, 2018

    Thank you for the well written and useful answer. 

     

    Unfortunately, this seems not to be the right fix for me because the date column is enabled in both the custom form styles window and the invoice itself. 

     

    The thing that strikes me as odd is that the Email sent to my customer has the date column, but the attached PDF does not. (Which is the same when I preview the invoice)

     

    Also worth noting is that when I preview the form template while customizing the form, I can see the date column. 

     

    I have tried creating a new form, but the issue occurs in the new form as well. 

    BettyJaneB
    BettyJaneB
    November 5, 2018

    Hi there, TheRedding.

    Having the date column to appear on the PDF of your invoice is my priority.

     

    I've replicated this on my QuickBooks and the date column appeared on the PDF. In this case, you'll need to make sure that the customized invoice was checked upon creating the invoice.

    To do that:

    1. Open the invoice that you've created.
    2. Click on the Customize button at the bottom.
    3. Select the Customized Template that you wanted to use.
    4. Make sure to enter the Service Date in the invoice.
    5. Click Send and Save.

    If the issue persists, we can try using another browser to test if the issue is browser related.

    Here are the different keyboard shortcuts to open a private browser:

    •    Google Chrome: press Ctrl + Shift + N
    •    Mozilla Firefox: press Ctrl + Shift + P
    •    Internet Explorer: press Ctrl + Shift + P
    •    Safari: press Command + Shift + N

    If it works fine, you can go back to your regular browser and clear its cache. Please follow the outlined steps in this article depending on the browser you're using: https://quickbooks.intuit.com/community/Getting-Started/How-do-I-clear-my-browser-cache-and-temporary-Internet-files/m-p/186420.

     

    If the issue persists after trying these steps, I'd suggest giving our Phone Agents a call. They have the necessary tools to find out what exactly may be causing this matter. To reach them, please refer to this link: https://community.intuit.com/articles/1145770.

     

    Feel free to reach back out to me if you need further assistance. I'm always here to lend a hand. Have a great week ahead.

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