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melissas-marines
March 29, 2024
Question

Custom invoice

  • March 29, 2024
  • 1 reply
  • 0 views

QB online

I wanted to edit our existing custom invoice but the only template that came up was standard.  I opened it, couldn't find what I wanted, left without saving and now my invoice template is different.  My payor view is different.  I get a message saying I am using an old template and when I select switch template it only gives option for standard template.  I called priority circle support and they were supposed to get back to me, but it has been 24 hours and nothing... I've read there was an update and now a known glitch, but I need to get my customer facing invoice back in my view.  I need help:

1. Getting my custom invoice view back

2. Support - the phone support has been dreadful.  The last 3 issues I have had have not been resolved.

 

1 reply

MsNorthPND18
MsNorthPND18
March 29, 2024

I confirm that you have already reached out to our support team to restore the custom invoice view in your QuickBooks Online (QBO) account, Melissas.

 

As I mentioned earlier, you have the option to change the view to either old or new custom invoices. To do this, simply go to Manage>, click on Design>, and choose> other available templates. I have also attached a screenshot for your reference. If you can switch between the old and new customized invoices, then it means that there is no issue with the custom invoices. However, I suggest doing some basic troubleshooting just to be sure.

 

As you start basic troubleshooting, try the following:

  1. Try using a private or incognito browser.
  2. Restart your browser.
  3. Clear your browser's cache.
  4. Add Intuit as a trusted site.

 

Please provide feedback on the last three issues you've had with QBO, and include a screenshot if possible? This will help us improve your experience

 

In addition, try to check how to delete browser cache and Intuit-specific cookies to quickly fix issues when using QuickBooks Online: Clear cache and cookies to fix issues when using QuickBooks Online

 

For future references to know how to:

 

If you ever need to reach out to me with your invoice and reports, please do not hesitate to do so. Just comment below, I will keep an eye on it. Keep safe! 

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