Other questions
Hi @Ssantana,
I appreciate you for reaching out to us here in the Community. Let me share some clarification about the order of the products or services when sending invoices.
Currently, a direct way to send invoices in your preferred order is unavailable. The system automatically filters the line items based on the service date.
As a workaround, you can download the invoice in PDF format and make the changes manually. You can search for a third-party app to help you edit the downloaded file from QuickBooks.
Here's how to download an invoice:
- Open the invoice.
- Click Print or Preview at the bottom part.
- Hit Print or Preview again.
- Click the Download option.
However, we're unable to suggest a specific app you can use to customize the invoice. I recommend searching online that offers this type of service.
As we assess this, I suggest sending your feedback directly to our product engineers. We continue to improve the features in QuickBooks, and this preference might be available in the future.
Please follow these steps:
- Sign in to your QuickBooks account.
- Click the Gear icon in the upper-right corner.
- Select Feedback under Profile.
Also, I've attached an article you can use to use charge different customers the same items or services on different dates with an unscheduled recurring invoice: Create the same invoice for multiple customers.
Drop me a comment below if you have any other questions related to your sales transactions in QuickBooks. I'll be more than happy to help. Wishing you a good one.
