Steve, I realize the changes are coming to QBO in October., maybe my question will be answered then. In the meantime, Do you know how we can change the message for Emails? We have two different invoice TYPES that we would like to create TWO email messages for. They both stay the same now.....we have a product and a service that have two different names for our businesses and logos. Thank you for any information.
Hi thanks for the tutorial. Was very concise and easy to understand. I created a new invoice and customized it and also customized the standard template. However, when doing invoices for my customers the new formats created dont appear. How do i fix this? Thx.
Thanks for tutorial. I am facing problem to customize invoice i.e Tax is showing below invoice but I want to show/write VAT instead of tax, how can i edit it?
Is there a way to customize your payment receipt that can be sent after payment is made on an invoice? I see and know how to customize the invoice templates and sales receipt, but I don't see an option to customize the Payment Receipt template for when you want to Save and Send after a payment is made. Thank you!
At this time, there is not a way to customize the payment receipt that I'm aware of. If you want you can provide feedback for suggestions to the software engineers if you click the gear icon- provide feedback.
Why won't my invoice print the total of added tax on paper when it's clicked to print and show on screen? Do I manage this on the layout customizer? It prints the word sales tax but won't print the calculated total, it's blank when it prints
You may have more than 1 custom template so you might have removed it on one of them but not the other. When you are inside and invoice you can click the more button at the bottom to see the custom templates you have. At any rate you disable the service date with a check box from custom form styles from the gear icon and click on the activity section I believe to disable. I don’t have access to my QBO right as I am on my phone or else I would confirm the instructions better.
Okay go to the Gear icon and click account and settings. Then click on the Sales Tab and in the "Sales form content" section there is a place to turn off the Service Date field.
@@directpcb there is a way to try it with labs which you can access from the gear icon. I have not tried it before maybe this will work. Get started with the gear icon then click labs. quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/can-i-upload-custom-invoice-templates-to-qb-online-if-so-how/00/525917
I want a line separating my line items to print on quotes and invoices. I have long descriptions with my products and its very hard to read my quotes as all the lines blend together
Only invoices in QBO can have customer names. If you need to send it to a vendor then you might want to create a new customer like Company A (Reimbursements) because a vendor name and customer name cannot be named the same in QBO.
@@SteveChase1 I don't think I asked that correctly. I meant when I create an invoice for a client (home owner), we're builder's. You can add checks you've already written for reimbursement. I need to add who the check was written to. Like it appears on the check register. For instance, we need to be reimbursed for a porta potty expense. We need it to say the name of that company, not just sanitation.
@@Windjammer1964 One thing you could use if you are on Plus or Advanced is the billable expense feature. This setting is turned on in the settings. After you have it enabled, you can open up any checks or expenses in the register and check a box marked billable and then there will be a drop down for which customer you want to have it invoiced on. When you create the invoice there will be a pop up menu on the right side that shows you all pending billable expenses you click add to apply it to the invoice. When it is applied there is no vendor name so you would need to manually type which vendor it was and and any other reimbursement details. You also can attach receipts to the invoice and email the invoice with those receipts attached.
Steve, I realize the changes are coming to QBO in October., maybe my question will be answered then. In the meantime, Do you know how we can change the message for Emails? We have two different invoice TYPES that we would like to create TWO email messages for. They both stay the same now.....we have a product and a service that have two different names for our businesses and logos. Thank you for any information.
I don't have the custom form styles on my settings
How did you get the “custom fields” button at the bottom? Ours doesn’t have that and we need to add PO numbers to our invoices
Hi thanks for the tutorial. Was very concise and easy to understand. I created a new invoice and customized it and also customized the standard template. However, when doing invoices for my customers the new formats created dont appear. How do i fix this? Thx.
Have to set as default. You can do that by clicking the gear icon then select custom form styles.
Thanks for tutorial. I am facing problem to customize invoice i.e Tax is showing below invoice but I want to show/write VAT instead of tax, how can i edit it?
I do not see "custom form files." Where can I find this?
Is there a way to customize your payment receipt that can be sent after payment is made on an invoice? I see and know how to customize the invoice templates and sales receipt, but I don't see an option to customize the Payment Receipt template for when you want to Save and Send after a payment is made. Thank you!
At this time, there is not a way to customize the payment receipt that I'm aware of. If you want you can provide feedback for suggestions to the software engineers if you click the gear icon- provide feedback.
Why won't my invoice print the total of added tax on paper when it's clicked to print and show on screen? Do I manage this on the layout customizer? It prints the word sales tax but won't print the calculated total, it's blank when it prints
1:28 On mine I cannot get rid of "service date" next to "product/service" but I see yours does not have it. Do you know how to get rid of it?
You may have more than 1 custom template so you might have removed it on one of them but not the other. When you are inside and invoice you can click the more button at the bottom to see the custom templates you have.
At any rate you disable the service date with a check box from custom form styles from the gear icon and click on the activity section I believe to disable. I don’t have access to my QBO right as I am on my phone or else I would confirm the instructions better.
@@SteveChase1 Thanks. That's not it but I do appreciate the reply. If you find out later please let me know! =)
Okay go to the Gear icon and click account and settings. Then click on the Sales Tab and in the "Sales form content" section there is a place to turn off the Service Date field.
@@SteveChase1 you the MAN! Thanks!!!
Can we add the prior unpaid balance to the next month's invoice?
Not really. if you did you would need to edit the previous unpaid invoices.
Hi, thanks for this information. Is there any way to add columns to an invoice template?
Not custom columns but you can include service date column and toggle QTY column visible or off
@@SteveChase1 Ok, thanks. Do you know if there's a way to import an invoice template into QB Online?
@@directpcb there is a way to try it with labs which you can access from the gear icon. I have not tried it before maybe this will work. Get started with the gear icon then click labs. quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/can-i-upload-custom-invoice-templates-to-qb-online-if-so-how/00/525917
@@SteveChase1 ok thank you!
I want a line separating my line items to print on quotes and invoices. I have long descriptions with my products and its very hard to read my quotes as all the lines blend together
Unfortunately it doesn’t have horizontal lines feature. But what if you added 2 or 3 blank line items to give more blank space to help the reading.
When creating a reimbursement invoice, I want to add the Vendor name. is that possible? thank you
Only invoices in QBO can have customer names. If you need to send it to a vendor then you might want to create a new customer like Company A (Reimbursements) because a vendor name and customer name cannot be named the same in QBO.
@@SteveChase1 I don't think I asked that correctly. I meant when I create an invoice for a client (home owner), we're builder's. You can add checks you've already written for reimbursement. I need to add who the check was written to. Like it appears on the check register. For instance, we need to be reimbursed for a porta potty expense. We need it to say the name of that company, not just sanitation.
@@Windjammer1964 One thing you could use if you are on Plus or Advanced is the billable expense feature. This setting is turned on in the settings. After you have it enabled, you can open up any checks or expenses in the register and check a box marked billable and then there will be a drop down for which customer you want to have it invoiced on. When you create the invoice there will be a pop up menu on the right side that shows you all pending billable expenses you click add to apply it to the invoice. When it is applied there is no vendor name so you would need to manually type which vendor it was and and any other reimbursement details. You also can attach receipts to the invoice and email the invoice with those receipts attached.
terrible quick books it don't allows any terms or specifications colors are horrible there is no branding capacity really bad program