9/17/2023 0 Comments Sales order quickbooks for mac![]() ![]() You still will be able to enter this information on the computerized form for invoicing purposes. Select the "Columns" tab and clear the second check boxes next to "Rate" and "Amount" if you want to prevent your rates and charges from appearing on the printed work order. Also consider changing the text to something more appropriate for a work order, such as "Scheduled Date" or "Job Deadline." Select the "Header" tab and change the Default Title text to "Work Order."Ĭheck both boxes next to "Ship Date" to include a field on the work order form for scheduling jobs. Click "OK" to begin customizing the template.Ĭlick the "Additional Customization" button to view the advanced options. Name the new template by typing "Custom Work Order" into the "Template Name" field. Select "Custom Sales Order" from the template list, and then click "Copy" to make a duplicate and avoid overwriting the original. Select "Sales Orders" from the QuickBooks Home screen.Ĭlick the "Formatting" tab on the Create Sales Orders window, and then click "Manage Templates."
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