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June 22, 2024
Question

Hi When I make invoices and at the top of the invoice, I add a name and now the name is always at the bottom of the list there is no way to keep it up really annoying

  • June 22, 2024
  • 1 reply
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1 reply

Bryan_M
June 22, 2024

Thanks for posting here, @alext-electric-g.

 

Let's ensure you can view the customer name you added an invoice transaction at the top of your invoice lists.

 

To see the latest invoice transaction created in the list, you can customize the Status and Date to specify the list. Moreover, each column title is clickable to sort by Date, No. Customer/Project, Amount, or Status.

 

Here's how:

 

  1. Go to Sales, then Invoices.
  2. Click the Status dropdown icon to pick one. Then, Date to customize it.
  3. If you want to sort the transactions from latest to oldest, hover the cursor to the Date column and click it. Ensure that the arrow is going down beside the Date.

 

Additionally, you can read this article to personalize your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Let us know if you have additional; questions about managing your invoice transactions. We'll be willing to lend a hand. Take care, and have a good one.