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M
MP691
February 29, 2024
Question

Invoice formatting

  • February 29, 2024
  • 1 reply
  • 0 views

I created an invoice using Add Product or Service, and did it in the order that I wanted, but when I email it to clients it ends up in a different order, but I can't work out why. I have tried it both on the website and the app, and it's the same. Any ideas?

1 reply

S
SirielJeaB
February 29, 2024

Efficiently managing invoice-related activities is crucial for any business, MP691. I have some steps on how you can get back on track in handling your invoices.

 

You'll want to use a different custom form style to verify that your invoices are sent with the correct order of products and services, as the one you're currently using may be corrupted. Here's how you can do it: 

 

  1. Click on the Gear icon and select Custom form style under YOUR COMPANY. 
  2. Choose another invoice template or create one by clicking the New Style button at the top.
  3. Once done, create an invoice with the desired order and send it to yourself for review.

 

If the issue persists, you can perform some basic troubleshooting steps in your web browser to resolve the issue. Sometimes, unusual behavior in the program can be due to browser-related issues. Let's begin by signing in through a private window using these keyboard shortcuts:

 

  • Google Chrome: Ctrl + Shift + N
  • Safari 11 or newer: ⌘ + Shift + N
  • Mozilla Firefox & Microsoft Edge: Ctrl + Shift + P

 

If it works fine, you can return to your default browser and clear its cache to start afresh. If not, utilize another supported and up-to-date browser. The one you're using now may have a temporary issue with QuickBooks Online.

 

 You can also create templates for recurring transactions in QuickBooks Online.

 

I can provide any necessary information if you need assistance with other sales-related activities. Kindly utilize the comment section for your inquiries. I'll be sure to get back to you promptly. Keep safe.

M
MP691Author
March 1, 2024

Hi, 

Thanks for your advice. I tried what you suggested but it is still not working both on my laptop with Google Chrome and my iPhone with Safari. Is there anything else you can suggest?

G
GeorgiaC
March 1, 2024

Thanks for getting back to us here, MP691. I appreciate you trying those steps. 

 

It's unusual that the product/service list would be re-ordered after emailing to your client. Was the invoice originally created on the app or web version and does it show as expected when selecting Print/Preview? 

 

If you could attach screenshots below (one as it appears in QuickBooks, and one as it appears on the email attachment) that would be helpful (make sure to cover any sensitive information before posting). Thanks again!

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