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July 18, 2021
Question

Print invoice in line order not date order?

  • July 18, 2021
  • 1 reply
  • 0 views
I need to have my invoice print in the order which I add the lines but the print preview puts the invoice in date order - help!

1 reply

katherinejoyceO
July 18, 2021

Hello there, @ri15

 

Adding a service date when creating an Invoice will print it in date order. It sorts the items from the oldest date to the latest one. 

 

You'll want to remove the service date function when creating an invoice to print it with the line items and in the correct order. 

 

Here's how: 

 

  1. Click the Gear icon at the top right, then select Account and Settings.
  2. Select the Sales tab, and go to the Sales form content section.
  3. Remove the checkmark in the Service date box, then Save and Done.

 

For future reference, read through this article should you need to print multiple invoices in batches: Email or print multiple invoices and sales forms.

 

Let me know how it goes. I'm always around to help you more. Have a great day ahead!  

December 28, 2024

This didn't work. I turned off Service Date (which were never on in the first place) and the PDF invoices are still showing up all scrambled. How do I get it to sort by Line Item, as it shows and gets sorted on the screen? This is confusing my clients to see a completely scrambled invoice, and makes me look very unprofessional.