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SponneandBickerstaffe
August 12, 2024
Question

Creating invoices for supply of electricity-Invoice customisation

  • August 12, 2024
  • 1 reply
  • 0 views

Hi Just wondered how customisable the invoice template is.

We invoice our customers for electricity used so require an invoice laid out similar to a utility bill.

In the yellow fields on the attached invoice mockup  we would like to enter the current and previous months Electricity meter readings in custom data fields, we would like the quantity field to be a calculated field Which takes the current months electricity consumption field and subtracts the value in the previous months electricity field  the result being the consumed electricity as a quantity.

Its important that the current and previous months consumption entry fields are visible on the invoice.

I hope this makes sense and hope you can point me in the correct direction.

1 reply

J
JorgetteG
August 12, 2024

It's great to have you here in the Community, SponneandBickerstaffe. I can see the importance of being able to personalize your invoices according to your preferences.

 

With QuickBooks Online, you have the flexibility to tailor your invoice template to reflect your unique style and even add custom fields. However, it's worth noting that the system doesn't currently support a field that automatically displays the calculated amount or consumption from current and previous bills.

 

Based on the invoice you've attached, it looks like you're handling this matter correctly. You manually added the updated value in the quantity field, and the system automatically calculated the quantity and the rate, which is a great workaround.

 

In addition to this, I'd like to recommend a couple of super helpful articles in QuickBooks that can make managing your invoices and transactions a breeze:

 

 

Please feel free to reach out if you need further assistance with customizing your invoice template or if you have any other concerns. I'm here to support you and will be closely monitoring this conversation to provide prompt help.

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