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info-truckeehand
May 10, 2023
Question

I added Service Date to my invoice template but it's showing for each line item, I only want it to show in the top section. Is there a way to change that or remove it?

  • May 10, 2023
  • 2 replies
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2 replies

Bryan_M
Bryan_M
May 10, 2023

You're in the right place, Truckee.

 

Yes! There's a way not to show the service date on each line item by adding it in the custom field and showing it the in a specific area of your invoice. The position will depend on the invoice template you're using.

 

You can follow the steps below on how to perform this:

 

  1. Go to the Gear icon and choose Custom fields.
  2. Click the Add field option in the upper right corner.
  3. In the Name field, enter "Service Date." Then, put a checkmark on the All Sales forms and Purchase Order by ticking the box beside it.
  4. To show it in the print and preview, tap the icon Print on the form on its right side.
  5. Click the Save icon. Once done, the Service Date section will show above together with Ship via, Ship date, etc.

 

 

 

To remove it from each line item, we need to move back to the invoice transaction and edit it. Remove the service date you inputted to each item, and transfer it to the Service Date option above.

 

You can also view the overall invoice look by clicking Print or Preview. And there, you'll no longer see the service date for each item, instead, you'll see it on the service date section we've added. Never forget to tap Save and Close.

 

 

 

If you want to view your invoice transaction or any financial reports in QBO, you can read this article: Run reports in QuickBooks Online.

 

I'll be happy to have your response to ensure to resolve your issue. You can reply to this post if you have additional questions about managing your invoices. Have a good one.

I
info-truckeehandAuthor
May 24, 2023

Thanks so much!

 

I added Service Date to the top section but I'm still unclear on how to remove it from the line items on the invoice template. Are you able to guide me through that?

R
Rea_M
May 24, 2023

Yes, I can guide you on removing service dates from the line items on your invoices to personalize the information on your sales forms in QuickBooks Online (QBO), Truckee. 

 

The Date/Service Date column is one of the default columns within the Activity table of your invoice template. However, you can disable the Date column on your template so it won't be visible while printing/previewing and sending one to your customers. Here's how:

 

  1. Go to Settings ⚙ and then select Custom form styles.
  2. Locate your invoice template and select Edit under the Action column.
  3. Select the Content tab and click the Table portion of the sample invoice.
  4. Unchecked the Date column.
  5. Click Done. 

 

Also, you can turn on the progress invoicing feature in QBO to let you split an estimate into as many invoices as you need. If you wish to know more about this process, check out this article for the complete guide: Set up and send progress invoices in QuickBooks Online.

 

If you have other concerns about customizing sales forms and managing invoices in QBO, don't hesitate to drop a comment below. I'll gladly help. Take care, Truckee.

C
ClarkeJanitorial
October 31, 2024

I named my Custom -3 field Month of service.   I have 30 or so recurring invoices.   Id like that field to populate automatically by the date of the invoice.  (ie the recurring invoice for november should automatically populate Custom-3  saying November 2024)     is there a recurring entry that will change each month to reflect the current month?    for example (date MM/YYYY)  

J
jeanbiverly_
October 31, 2024

Thanks for joining the conversation, @ClarkeJanitorial. It's great to hear that you’re optimizing your invoicing process. Efficiency is essential, especially with thirty recurring invoices to manage.

 

At this time, QuickBooks Online (QBO) requires you to manually edit the template each month to update custom fields based on the invoice date for recurring transactions. I suggest setting a monthly reminder to help ensure those invoices always reflect the correct month and keep your records organized.

 

Here's how to edit your recurring invoice template:

 

  1. Navigate to the Gear icon and choose Recurring transactions.
  2. From the Action column, select Edit for the transaction you want to modify.
  3. Make the necessary updates to the custom field you created.
  4. When you're done, click Save and close.

 

 

Since automating this feature is vital for your workflow, you might also want to explore third-party applications that integrate with QBO. Many of these apps offer enhanced functionality that could simplify your invoicing process.

 

To find the right app for your needs, follow these steps:

 

  1. Log in to QBO.
  2. Navigate to the Apps menu and select the Find apps tab.
  3. Enter any keyword in the search field or use the Browse categories dropdown to discover different apps.

 

 

In case you want to view a complete list of all your recurring transactions and their linked accounts, check out this article: Review your recurring transactions.

 

If you have any other questions, or if there's anything else I can assist you with, just let me know. I’m here to help you make the most of your invoicing experience. Take care.

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