Have any questions for our team about invoicing?

You're already on the right track, Adam.

You can reimport a new form with amounts that include GST by using tags like <amountwithgst> instead of <amount>.

QuickBooks Online (QBO) custom templates are limited to the predefined design and settings established before import. Unlike built-in templates, which allow for toggling options like show tax inclusive amounts, imported forms pull information directly from the tags used during customization.

Let us know if you have additional questions about customizing your invoices, please don’t hesitate to revisit this thread.

We appreciate your effort in finding a solution, @simonmoc. To make sure the invoice shows as a Tax Invoice, you can select a Standard template or any available template instead of using Modern.

In the new invoice layout, the Modern template only shows "Invoice" as the transaction name. To select a different format, follow these steps:

1. In the Invoice window, click Manage.
2. Select Design.
3. Pick a setup from Other templates.

You can refer to the attached screenshot as an example of the outcome.

Don’t hesitate to ask if you need more support. The Community forum is always here to assist you.

Hi DaVena. To remove an invoice from QuickBooks Desktop Pro 2024, start by opening the invoice. Here's how:

1. Open QuickBooks Desktop Pro 2024.

2. Go to the Customers menu at the top of the screen.

3. Select Customer Center.

4. Locate the customer linked to the invoice in the list on the left side.

5. Navigate to the Transactions tab beside the Customer tab, and locate the invoice by date.

6. Open the Invoices.

7. Double-click the invoice to open its details.

Second, delete the Invoice:
 

1. With the invoice open, click the Delete button at the top.

2. When prompted, click Yes to confirm deleting the invoice.

Lastly, confirm the invoice has been deleted by checking the customer’s transaction list in the Customer Center.

If you need any more information or have questions, just reply below. We’re here to help.

To ensure data integrity, QuickBooks Online (QBO) does not allow customers to edit invoices sent to them. Invoices are protected from unauthorized changes; only the account owner or authorized users can modify them.

Alternatively, you can send a quote instead of an invoice to outline potential charges. This allows customers to review, accept, or request modifications before the final billing.

Once a customer requests changes, you can update the quote and convert it to an invoice upon their approval.

You can also use a third-party application compatible with QBO to perform this task. To find one, go to the Find integrations section.

Please let us know if you have additional questions by leaving a comment below.