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How do I change the column headings on my invoices/estimates?

By default, FreshBooks invoices and estimates have headings for time (Task, Time Entry Notes, Rate, Hours). If you would like to Invoice or generate an Estimate for Items, you can add headings that deal with Items (Item, Description, Unit Cost, Qty). Here’s how to change your column headings to include line Items:

  1. Go to Settings in the upper right-hand corner
  2. Click on the Template tab. This is where you can make any adjustments to the design of your Invoices & Estimates.

  3. Settings_Template

  4. Scroll to the How do you bill? section, and choose whichever method you prefer. I sell Items will show you Item / Description / Unit Cost / Qty on your Invoices, whereas I bill for for my time will show you Task / Time Entry Notes / Rate / Hours.

  5. Template_Column_Headings
  6. Scroll down to the bottom and click Save.

This can also be changed when you’re creating Invoices and Estimates. There’s an Add Line button to the lower left of the Invoice table - clicking on this will give you the option to add a Time Entry or Add an Item: