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michael53
June 14, 2020
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Is there a way to enter a date range rather than a single date on invoices?

  • June 14, 2020
  • 1 reply
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Hi there 

 

Im using QBO, when I raise an invoice I need to show a date range for each line I enter so my customer understands exactly what period I am charging them for. Currently I can only enter one a single date but need to show them the period E.g: 01/01/2020 - 08/01/2020 

 

I am using the Airy Classic Template, Does anyone know how I could achieve this, if necessary Id be willing to change template if there was another that offered this option?

 

Thanks in advance 

Best answer by MaryLandT

Good day to you, michael53,

 

I'm here to help you're able to show the date range to your customer using the invoice in QuickBooks Online (QBO).

 

If you're referring to enter the period in the Service Date section, QBO will only allow you to enter a single date.

 

You can use the Description field instead as it has a maximum number of 4000 characters. Thus, you can add information as many as you want.

 

On the other hand, QuickBooks lets you add a custom field that matters most to your customers. To set it up on the sales form:

 

  1. Go to Settings ⚙️, then choose Account and Settings.
  2. Click Sales, then go to the Sales form content section.
  3. Select the pencil icon in that section.
  4. Enter a name into the dialogue box beneath the heading Custom fields.
  5. Select whether you want the field to be internal (only displayed in QuickBooks), or public (displayed in QuickBooks and displayed/printed on sales forms).
  6. Click Save, then Done.
  7. These fields will now appear on your sales forms.

I will also appreciate it if you can provide a screenshot of the field you've customised. This way, I'll be able to know how exactly the period looks like on your end.

 

Here's an article to help you personalise your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online. 

 

Stay in touch if there's anything else I can help you today. Just mention my name and I'm glad to help.

1 reply

MaryLandT
MaryLandTAnswer
June 14, 2020

Good day to you, michael53,

 

I'm here to help you're able to show the date range to your customer using the invoice in QuickBooks Online (QBO).

 

If you're referring to enter the period in the Service Date section, QBO will only allow you to enter a single date.

 

You can use the Description field instead as it has a maximum number of 4000 characters. Thus, you can add information as many as you want.

 

On the other hand, QuickBooks lets you add a custom field that matters most to your customers. To set it up on the sales form:

 

  1. Go to Settings ⚙️, then choose Account and Settings.
  2. Click Sales, then go to the Sales form content section.
  3. Select the pencil icon in that section.
  4. Enter a name into the dialogue box beneath the heading Custom fields.
  5. Select whether you want the field to be internal (only displayed in QuickBooks), or public (displayed in QuickBooks and displayed/printed on sales forms).
  6. Click Save, then Done.
  7. These fields will now appear on your sales forms.

I will also appreciate it if you can provide a screenshot of the field you've customised. This way, I'll be able to know how exactly the period looks like on your end.

 

Here's an article to help you personalise your sales forms: Customise invoices, estimates, and sales receipts in QuickBooks Online. 

 

Stay in touch if there's anything else I can help you today. Just mention my name and I'm glad to help.

M
michael53Author
June 14, 2020

Hi MaryLandT 

 

Thank you for your reply.

 

If I use a custom field, can I chose where this is field displayed on the page?

 

Regards

 

    J
    JamesDuanT
    June 14, 2020

    Thanks for getting back to us, michael53.

     

    With the templates created within QuickBooks Online, we cannot change where these fields are displayed. However, we have an option to import your own invoice template. With this, you can display the custom fields anywhere in the template.

    Here's how to turn on the import option:

    1. Click the Gear icon in the upper-right corner and select QuickBooks Labs.
    2. Turn on the Import Style feature
    3. Click Done.

    Then, you can follow the detailed steps in this link on how you can import the template: Import custom form styles for invoices or estimates.

     

    Keep us posted if you need anything else. Have a great day!

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