Advertise here    

QuickBooks Forums      

Go Back   QuickBooks Forums > QuickBooks Software Support > QuickBooks Online Forum

Thread Tools Rate Thread Display Modes
Old 03-08-2017, 06:44 PM
hroseman hroseman is offline
Registered User
Join Date: Mar 2016
Posts: 1
Customizing an Invoice

I would like to create an invoice that has two line items (Delivery and Tip) listed on the invoice. I would like this invoice to appear automatically after an invoice saved.

I know I can create the invoice by memorizing it but then the invoice doesn't come up after an invoice is filed. The invoice customizer doesn't allow one to enter line items (Maybe I'm wrong on this point.)

Thanks for your help.
Reply With Quote
Old 03-09-2017, 05:18 AM
Rustler Rustler is offline
Registered User
Join Date: Feb 2008
Location: Texas - The Republic
Posts: 2,410
You can not create a template with items on it by defualt

If you create the invoice with the items, delivery, tip, then memorize it - when you want to use it again you have to go to the reucrring transactions list, select the invoice and click use it, then it will come up with those two items on the invoice

If your version has the bundle item, try creating a bundle, list those two items in the bundle and set it to print the items. When you start a new invoice, click in item name, select the bundle.
Reply With Quote

Bookmark and Share
customize, invoice

Thread Tools
Display Modes Rate This Thread
Rate This Thread:

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off

Forum Jump

All times are GMT -5. The time now is 07:52 PM.


Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2018, Jelsoft Enterprises Ltd.
All contents copyright (c) by AccountingUsers Inc.