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December 3, 2021
Question

Message on invoice template not showing on invoices created from recurring transaction and imported invoices

  • December 3, 2021
  • 1 reply
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I have a message on an invoice template. When I create an invoice from a recurring transaction or create an invoice from import the message does not show on the newly created invoice. How do I get the message to show on these invoices?

1 reply

December 3, 2021

Hi wha1916, 

 

When you print or preview an invoice created from a recurring transaction, information showing will be based on the invoice template you've applied on the invoice. If you've confirmed that you've selected the correct invoice template, we can do some browser troubleshooting first and re-adding the invoice message on your Custom form style settings. 

 

Let's access your QuickBooks Online account using private browser to see if we get the same result. A private browser does not store any activities, which is why it's a good idea to use it for any unexpected behavior in the program.

Here are keyboard shortcuts you can use depending on the browser you're using:

  • Google Chrome: press Ctrl + Shift + N  
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift + N

If you're able to access your account without an error, then go back to your default browser and clear your browser’s cache. It is a good idea to clear cache, to remove the temporary internet files and to help the application function properly. Please consider using different browser too.

 

Once done, try to delete and re-add the message added on the invoice by following these steps. 

 

  1. Go to Gear icon and select Custom form styles.
  2. Select Edit on the Standard invoice template.
  3. Select Content.
  4. Select the pencil icon located on the footer of the invoice.
  5. On Message to customer text box, try to delete and then select Done. Then follow the same steps when re-adding the customer message. 

You may also try to create a dummy invoice from the recurring transaction template to see if it works well on your end.

 

Feel free to message us back if you need any help. Have a nice day! 

wha1916Author
December 3, 2021

I tried to remove and re-add the message on the custom form template and then create an invoice from a recurring transaction in private browsing mode and the message is still not populating. When I create an invoice from scratch it populates, but not when using a recurring transaction or importing invoices. Looking to find a way I don't have to create 400 invoices from scratch. Thanks. 

December 3, 2021

I'm here to help share information about your recurring invoices, @wha1916.

 

Recurring Invoice in QuickBooks Online is used to schedule your sales for future dates. Its transaction details are based on the template used before you've scheduled the recurring invoices.

 

But if you can confirm the template used is correct, let's customise and make sure the sales form used as the default document on invoices is the one you've created. I'll show you how.

 

  1. Go to the +New button.
  2. Under CUSTOMERS, select Invoice.
  3. Select Customise.
  4. Choose Edit current.
  5. On the Content tab, select the upper portion of your invoice template.
  6. Select all the fields you needed to show up on your invoice.
  7. Click Save.

 

In addition, here's an article you can read to learn more about how you can customise an invoice template: Customise Invoices, Quotes, and Sales receipts in QuickBooks Online.

 

Lastly, I've also included this helpful article for ideas about the other methods you can start using in accepting payments from your customers: Record Invoice Payments in QuickBooks Online.

 

Keep me updated in the comments if you have any other questions other than QuickBooks invoicing. I'll be here to lend a helping hand. Take care and stay safe!