Customized Invoices
In QuickBooks 4, customizing is initiated under
Preferences|Sales/Invoicing,
which brings up four tabs for four sections which control display and printing of about 26 features of the product invoice (depending on setups) plus any custom fields in use. Version 5 does it under
Lists|Templates,
which is covered in the chapter on customizing forms. This list was developed for version 4. In QuickBooks 5, the same content can be selected for customized forms. The difference is in much greater flexibility of placement.
Tab
|
Feature
|
Default title
|
Content of this feature
(Source/Comment)
|
Header
|
|
|
|
|
Default Title
|
Invoice
|
Can change title on invoice
|
|
Date
|
DATE
|
Date field, can only contain date
|
|
Invoice Number
|
INVOICE NO.
|
Has automatic number incrementing
|
|
Bill To
|
BILL TO
|
(Bill To
in customer record)
|
|
Ship To
|
SHIP TO
|
(Ship To
in customer record)
|
Fields
|
|
|
|
|
P. O. Number
|
P. O. NO
|
Text field, 11 characters
|
|
Terms
|
TERMS
|
Select from List of Terms
|
|
Due Date
|
DUE DATE
|
Date Field, can only contain
date (Default offset in
customer record)
|
|
REP
|
REP
|
Initials (From employee record)
|
|
Ship Date
|
SHIP DATE
|
Date field (default: invoice date)
|
|
Ship Via
|
SHIP VIA
|
Text Field (from list)
|
|
FOB
|
FOB
|
Text field, free
|
|
Project
|
PROJECT
|
Job portion of
Customer:Job
(Displayed above invoice; may be set up for printing.)
|
|
Other
|
|
Text Field
|
|
Custom Fields
|
(as defined, Customer custom
fields)
|
Text field, 30 characters
|
Columns
|
|
|
|
|
Service Date
|
SERVICED
|
Date Field
|
|
Item
|
ITEM
|
Item Name (must be displayed)
|
|
Description
|
DESCRIPTION
|
Descriptive text (From
Description field of
item; may be edited.)
|
|
Quantity
|
QTY
|
Number (at unit price)
|
|
Rate
|
RATE
|
Number (unit price)
|
|
Amount
|
AMOUNT
|
Number (Rate times unit price)
|
|
Class
|
CLASS
|
Class
|
|
Custom Fields
|
(as defined; item custom
fields)
|
Text, 30 characters
|
Footer
|
|
|
|
|
Message
|
Customer Message
|
Text (From list)
|
|
Total
|
TOTAL
|
Number (total of item amounts
plus sales tax.)
|
|