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Banking Customer Center Estimate Invoice

September 2015 update | Add Subtotal on Invoice Estimate | Bank Feeds

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Invoice

How do I get billable expenses to appear at the bottom of the invoice as a group rather than appear by the date which they were entered ?

You will be able to place billable expense with subtotal after product/service items. Since billable expenses were entered as a separate item, there is no group all those billable expenses and show as one item.

In order to do that, you will need to customize invoice format.

Open Invoice form, click customize button at the bottom

Select “More” tab

Select “Group Activity” by “Type” checkbox

Also select “Subtotal groups” checkbox

Save

customize invoice

customize group activity by type

Invoice by group type

helpful videos


Categories
Invoice

How to display Discount field after Subtotal on an Invoice in new QuickBooks Online Plus?

In QBO, you can show discount (percent or $ value) after subtotal. See attached screenshot photo 1 for reference.

You will need to change discount setting on under Sales form content. See attached screenshot photo 2 for reference.

  • From the homepage screen, go the company gear (located top upper corner)
  • Select Company Settings
  • Select Sales under Settings
  • Select Discount ON under Sales form content heading
Discount field after Subtotal
Discount field after Subtotal

Discount field after Subtotal
Discount field after Subtotal






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Invoice

I would like to apply a percentage discount on just one item in my invoice. How can do it?

There is no way to set up a discount for a fixed amount at this time. This option for a % with subtotal is badly needed in new QuickBooks Online.

I Suggest sending in your QuickBooks Online Feature Requests here:
http://feedback.qbo.intuit.com/