Home
Contents
Legal
Dedicated
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Chapter 13
Chapter 14
Chapter 15
Chapter 16
Chapter 17
Chapter 18
Chapter 19
Chapter 20
Chapter 21
Chapter 22
Chapter 23
Chapter 24
Chapter 25
Chapter 26
Chapter 27
Chapter 28
Glossary
Error
Messages

Chapter 7

Back to Previous Chapter

Forward to Next Chapter

Back to Contents

 

Advanced Search

 

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.)

Contents |   Up   |   Previous   |   Next

About BlockTax   |   Awards   |   Contacts   |   QB Newsletter   |   Home   |   Legal
Last modified: May 21, 2004