Customer Invoice

loilars · ‎February 28, 2024

Is it possible to leave the Ship Date blank on a customer invoice?

ZackE · ‎February 28, 2024

Thanks for reaching out to the Community, loilars.

If an invoices Ship Date field is left blank, it will be defaulted to your invoice's date. In the event you'd prefer not to enter shipping dates on invoices, you can customize their templates and remove your Ship Date field.

Here's how:

Open the invoice.
Access your Formatting tab.
Click Customize Data Layout.
On the Header screen, find your Ship Date option and untick its Screen and Print checkboxes.
Select OK.

I've also included a detailed resource about working with sales form templates which may come in handy moving forward: Use & customize form templates

Please don't hesitate to send a reply if there's any additional questions. Have an awesome Wednesday!

View solution in original post

BigRedConsulting · ‎February 28, 2024

It does not appear so.

ZackE · ‎February 28, 2024

Thanks for reaching out to the Community, loilars.

If an invoices Ship Date field is left blank, it will be defaulted to your invoice's date. In the event you'd prefer not to enter shipping dates on invoices, you can customize their templates and remove your Ship Date field.

Here's how:

Open the invoice.
Access your Formatting tab.
Click Customize Data Layout.
On the Header screen, find your Ship Date option and untick its Screen and Print checkboxes.
Select OK.

I've also included a detailed resource about working with sales form templates which may come in handy moving forward: Use & customize form templates

Please don't hesitate to send a reply if there's any additional questions. Have an awesome Wednesday!

loilars · ‎February 28, 2024

That's what I needed - THANK YOU!

JaeAnnC · ‎February 28, 2024

I appreciate you getting back to us, @loilars.

It's nice to hear that the resolution shared by my colleague above was able to help you leave the Ship Date blank on an invoice in QuickBooks Desktop (QBDT). If you have other QBDT-related concerns, please feel free to post in the Community, and we'll respond promptly to assist you.

Stay safe, and have a wonderful rest of the day!

orcasurg

Hi, I have a different issue but simular.

I don't want to remove the ship date field, I want to make the date go away in the field when I don't have anything to ship. Right now, I'm having one customer's invoice work correctly (where I can delete the date and leave field blank) and another customer's invoice is unable to delete the date and it continues to populate a date automatically.

What setting do I need to change?

ZackE

Thanks for joining this thread, orcasurg.

You can customize form templates for invoices to make them display without a ship date.

Here's how:

In your top menu bar, go to Lists, then Templates.
Choose a type of form you'd like to customize.
From the form, access your Formatting tab, then click Manage Templates.
Pick one to preview and hit Copy to create a new template. You can also press OK to edit the existing one.
Make any necessary changes to remove your shipping date section. You can use the Update Information option to change company and transaction information on your form.
From the Additional Customization screen, you can add or remove items from your invoice's header, columns, or footer. This may come in handy for removing a ship date from the form.
Access your Layout Designer if you need to move or resize items.
Click OK, then Print Preview to see the form. If everything looks good, hit Close.
Select OK.

I've also included a detailed resource about customizing invoice templates which may come in handy moving forward: Use & customize form templates

Please don't hesitate to send a reply if there's any additional questions. Have a great Thursday!

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