Custom Invoice help needed desperately

[lee]

Hello anyone, please help

Over the last week I have spent hours trying to create my own basic invoice for my small business. I have become incredibly efficient at using the layout designer as well as custom design including logo. I have managed to print out my invoice and it is almost the way I want it.

HOWEVER, certain fields appear on my print preview BUT NOT ON MY SCREEN so how the heck am I supposed to add to the field. For example, on nearly all quickbooks templates the project box is shown and is ticked for printing. However, the box is not highlighted for screen so how can I manually write in the project for each job.

Also the terms box is ticked and I high my terms, but when I print the invoice it is BLANK.

Thanks, lee

[admin]

Hi Lee

Project is a special field for the QuickBooks Customer:Job . This is used where you do different jobs for one client, but you or the client want to track the invoices separately. It is achived by going into the client list, selecting the client, rightclick, add job. You end up something like this:

Fred the Builder
- 10 Smith St Job
- 20 Main St Job

When you select Fred the Builder:20 Main St Job for an invoice, 20 Main St will appear in the Project Field. YOU CANNOT MANUALLY ADD DATA TO THIS FIELD.

Other options are:
PO No. (purchase Order No.) - 25 Characters
FOB (Free on Board - a shipping term) - 13 Characters
Other - 29 Characters

In regards to the terms, I'm not quite sure what you are doing.

Try unticking terms, saving the template, opening it again, and selecting terms and due date (more useful than terms - people look for a due date). Make sure that the terms and due date are on the invoice you are printing.

If you can't nut it out, email the template to be. Email address is on my website here - http://www.quickbookshelp.com.au/contact.htm#email
You can email template via List > Templates > select template > rightclick > export. It will create a DES file. Save file to your desktop then email.


Graham
QuickBooksHelp.com.au