Hi dendoa!
It's great to see you posting today! I'll help you with invoicing your customers that have default items.
Currently, QB Desktop does not have a pop feature that will remind you of the list of items to include on a customer's invoice. I see how much it would help you. Feel free to send a suggestion by going to the Help menu and selecting Send Feedback Online. Then, follow the on-screen instructions to complete the process.
On the other hand, you can memorize an invoice for a customer that has default items. Then, use that template when you send them an invoice. You can delete or remove certain items as you use the template. Please note that this is not applicable for batch invoicing since each customer has different items.
Memorizing an invoice:
- Open or create an invoice for a customer with all the needed items.
- Click the Memorize button just above the payee's field.
- Name the template and choose Do not remind me.
- Click OK to save the template.
Use the memorized template to create a new invoice:
- From the Lists menu, select Memorized Transaction List.
- Double-click to open the invoice template you created.
- Review the items and add if you need to.
- Click Save & Close, Email, or Print.
Please check out more details in this article: Create, edit, or delete memorized transactions.
You can always go back to this thread if you need more help with invoicing your customer. Take care and have a good one!
