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A
ambermasterson
July 5, 2022
Question

Invoices template modification

  • July 5, 2022
  • 1 reply
  • 0 views

Hi,

 

I use Quickbooks Self-employed for tracking my spending / income to aid with tax returns, however I would like to start using it for my invoices too, as using Word has it's drawbacks.

 

Within invoices on QBSE there appears to be limited/no option to edit the invoice template substantially, which I know is an option available on QB Online.

 

I would like the ability to add several sections to the invoice. I work in private healthcare, and I bill one company for several clients I see through them; therefore the breakdown for each client needs to be really clear to the company I am billing, to ensure they are able to easily send on their own invoices.

 

Being able to entitle different sections of the invoice according to the client the invoice relates to, with their own individual breakdowns is key, for example:

 

(Title)

Client A

(Breakdown)

04.07.22 - Therapy session at clients home - 1 hour - £60

05.07.22 Therapy session at clients home - 2 hours - £120

Total for client A - £180.

Client B

02.07.22 - Telephone call - 0.5 hours - £30

03.07.22 - Therapy session at clients home - 4 hours - £240

Total for client B - £270 

Client C 

05.06.22 - Indirect work - meeting with X - 1 hour - £40

Total for client C - £40

Total: £490.00

 

 

Please tell me - is this possible within QBSE? If not, can it be?

 

Thank you

 

Amber

1 reply

R
Rea_M
July 6, 2022

Hello there, @ambermasterson.

 

I'll be glad to share a few insights about modifying the invoice template in QuickBooks Self-Employed (QBSE) and guide you on the actions you need to take to help take care of this matter. This way, you can manage your sales and income transactions accordingly.

 

I can see how the benefit of being able to add several sections to the invoice would aid you in managing your transactions in QBSE. However, the option or the possibility to do so is currently unavailable. 

 

As a workaround, you can include the title or the client name and the dates when the service was made in the Description or Details section of the invoice. This way, you can add the all the info you need and bill one company for several clients with the breakdown for each of their needs. Please see the screenshot below for your reference.

 

 

Then, you can check out this article to further guide you in creating and processing invoices in QBSE: Create invoices in QuickBooks Self-Employed. 

 

On the other hand, we take your suggestions as opportunities to improve the various features of our products. Therefore, I would encourage you to send suggestions or product recommendations.

 

Your valuable feedback will be forwarded and reviewed by our Product Development team to help improve your experience while using the program. Here's how: 

 

  1. Go to the Invoices menu.
  2. Open a new or existing invoice, then select the Feedback option.
  3. Type in your recommendation in the What did you think? field.
  4. Click Next.
  5. Follow the on-screen instructions to complete the process.

 

Also, you may want to check out one of our Help pages as your reference to guide you in managing the growth of your business using QBSE: QuickBooks Support. It includes help articles, Community discussions with other users, and video tutorials, to name a few.

 

I'm all ears if you have other concerns about creating and customising invoices in QBSE. You can drop a comment below, and I'll gladly help. Take care, and I wish you continued success, @ambermasterson.

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