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Warrah
May 14, 2025
Solved

We use different preset invoice templates within our Quickbooks sytem, but in the new Invoice interface, cannot see any option to select the template?

  • May 14, 2025
  • 1 reply
  • 0 views

Is this option only available in the old format Invoice?

Best answer by Warrah

The Design section should appear on the pop-up panel after clicking Manage at the top right corner of your new invoice interface, Warrah. Let's execute browser troubleshooting steps to rectify this missing option.

 

Start by logging out of your QuickBooks Online (QBO) account in your regular browser, then sign into an incognito or private browser. You can use the following keyboard shortcuts below:

 

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

After, check if you have access to the Design option where you can choose your preset invoice templates. If you have, return to your regular browser and clear its cache to eliminate cookies that hinder web pages from functioning optimally. You can also use QBO's supported search engines.

 

While personalizing your invoices on the new layout, refer to this article for a comprehensive guideline: Customise invoices, estimates, and sales receipts in QuickBooks.

 

Once you send invoices to your customers, you can start getting their payments. This material provides detailed steps for precise tracking: Record invoice payments in QuickBooks.

 

This thread is open for additional inquiries about QBO's invoice templates. Just tag my name in the comments below. I'll respond promptly.


Ah! The manage menu was nit mentioned in the earlier explanation, that’s the step we were missing. Thanks. Clunky, but works, older layout was more intuitive.

1 reply

J
Jeff_S
May 14, 2025

The option to select a template when creating an invoice is located in the right corner, Warrah. I'll guide you through the steps.

 

Here's how:

 

  1. Go to the plus (+) menu.
  2. Select "Invoice."
  3. Located on the right side of your invoice, click "Design."
  4. Then click done when it's finished.




In addition, let me share these articles with you for further reference:

 

 

Let me share these resources for more information about this feature:

 

 

If you need further assistance with managing your sales forms, just click the reply button, Warrah. I'm always here to help.

W
WarrahAuthor
May 14, 2025

Thanks for the input, but there is no DESIGN option on the right hand side of the invoice screen.

I
Irene R
May 14, 2025

The Design section should appear on the pop-up panel after clicking Manage at the top right corner of your new invoice interface, Warrah. Let's execute browser troubleshooting steps to rectify this missing option.

 

Start by logging out of your QuickBooks Online (QBO) account in your regular browser, then sign into an incognito or private browser. You can use the following keyboard shortcuts below:

 

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

After, check if you have access to the Design option where you can choose your preset invoice templates. If you have, return to your regular browser and clear its cache to eliminate cookies that hinder web pages from functioning optimally. You can also use QBO's supported search engines.

 

While personalizing your invoices on the new layout, refer to this article for a comprehensive guideline: Customise invoices, estimates, and sales receipts in QuickBooks.

 

Once you send invoices to your customers, you can start getting their payments. This material provides detailed steps for precise tracking: Record invoice payments in QuickBooks.

 

This thread is open for additional inquiries about QBO's invoice templates. Just tag my name in the comments below. I'll respond promptly.

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