Skip to main content
J
Jay J
October 19, 2023
Question

How do I customize invoice template after update?

  • October 19, 2023
  • 5 replies
  • 0 views

Multiple issues have arisen following the recent update, and despite leaving several feedback messages,
I haven't seen any improvements.
So please, I'd rather not be advised to provide more feedback.

In addition to these unwelcome changes, I've lost the ability to customize my invoice templates.
Although I can still create or edit templates, it doesn't affect the appearance of the printed invoices.

Is there an alternative method for customizing templates after this update?

The upper section of the new invoice form consumes excessive space, which makes it impossible to keep invoices to just one page.
Can you please instruct me on how to adjust this?

    5 replies

    AlcaeusF
    AlcaeusF
    October 19, 2023

    Hello, Jay.

     

    I'm here to share update about the issue you're getting when printing customized invoices in QuickBooks Online (QBO).

     

    Are you experiencing issues where you are only receiving blank invoices or only the logo and signature when printing customized invoices? If so, we have received similar reports from other users. Our product engineers are actively working to resolve this problem as quickly as possible.

     

    In the meantime, I suggest contacting our Support team o they can include your information in our notification list. This will assist our engineers in assessing the number of users affected. Rest assured, once the issue is resolved, you will receive an email notification.

     

    Here's how to reach them:

     

    1. In QuickBooks Online (QBO), click the Help (question mark) icon at the top right,
    2. Select a suggested option, or type a question or topic you need help with.
    3. Tick Contact Us and choose a way to connect with us.

     

    To check for our Support hours, please refer to this article: QuickBooks Online Support.

     

    I'm also adding this article that tackles fixing printing issues in QBO for future reference: Test sequence for PDF printing issues.

     

    Please let me know if you have follow-up questions about this or anything else. I'm always here to assist. Take care.

    J
    Jay JAuthor
    October 20, 2023

    I appreciate your response, but my concern isn't related to receiving blank invoices or logo/signature issues.

    I'm encountering a different problem.

    What I'm trying to convey is that the new invoice format after the recent update is proving to be very inconvenient and less effective.

    I'm looking to customize the invoice template, similar to how I did it before the update, but it appears that the current interface doesn't provide me with that option.

    I've attached an image for reference.

    The image on the left depicts the invoice template before the update, while the one on the right is the template after the update.

     

    The blue box in the customer information and invoice details area is significantly larger now.

    This alteration results in invoices often extending beyond one page, which makes record-keeping challenging.

    My question is, is there a method to customize the invoice template after this recent update?

    Your assistance in this matter would be greatly appreciated.

      M
      Mark_AG
      October 20, 2023

      Thank you for your response, Jay.

       

      I understand how important it is to use the invoice format that you prefer. The new invoice format may be challenging due to its changed appearance and altered interface positioning compared to the old version. Rest assured that I can guide you on customizing the invoice template and sales form styles. You can also go back to the old layout whenever you want. 

       

      To customize sales form styles, here's how:

       

      1. Click the Gear icon.
      2. Select Custom Form Styles.
      3. Select New Styles on the top right of the page and choose Invoice.
      4. Start customizing everything, rename the template, and hit Done.
      5. Open or create an invoice you wish to customize.
      6. Select Manage.
      7. Under the Design tab, select the invoice template you customized earlier under the Other templates section.
         
      8. Now go to PDF View in the ribbon tabs to download the PDF and review before you send.

       

      For more details about customizing sales forms, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

       

      Feel free to visit this article to learn how to print packing slip:

      Create and print a packing slip

       

      Let me know if you have any other concerns about the customization of invoices. I'm always here to help. Have a great day!

      S
      SheandL
      December 19, 2023

      Hello there, @Stollen1954.

       

      I acknowledge the need to switch back to the old invoice layout since it has valuable features that your business needs. Currently, users of Simple Start and Essential will be moved to the new invoice experience and will no longer be able to revert to the old invoice experience.

       

      In the meantime, you can utilize the custom field to input information regarding the shipping method, tracking number, and shipping date. Moreover, as these invoice features are crucial for you and your business, I suggest submitting a request to our product engineering team so they can consider adding these functionalities in the future updates. Here's how:

       

      1. Click the Gear icon, then select Feedback.
      2. Enter your comments or product suggestions.
      3. Select Next to submit feedback.

       

      You can refer to this article to learn about the latest updates regarding invoices and estimates: See what’s new with estimates and invoices in QuickBooks Online.

       

      If you want to personalize your sales forms in the invoice layout, you can check out this article: Customize invoices, estimates, and sales receipts in QuickBooks Online.

       

      Let me know if you have other questions regarding invoice templates by replying to this post. I'll be glad to help you.

      D
      Dropseed
      January 5, 2024

      I’d like to emphasize all the other frustrations voiced on this thread. The new invoice format is beyond frustrating. The font styles, page spacing, and inability to customize the form produce unattractive and unprofessional looking invoices. Jay, the images you provided of the side-by-side invoices were spot-on. The new headings take up way too much room, pushing all of the important billing information to the bottom, often to two awkward pages. 

       

      PLEASE resolve this issue!

      L
      LOA HOA User
      January 15, 2024

      Just adding to the thread - QBO PLEASE HELP! The PDF format is horrific and even USPS told me the mailing capability is questionable since I print and mail in black & white (why pay more for color?). QBO, please understand there are a lot of individual states that have laws requiring the PRINTING AND MAILING of invoices. One such example is Colorado and the HB23-1137 HOA statute. All HOA members must receive a printed and mailed invoice monthly. QBO you have a large number of HOA clients and I know several software companies are trying to use this as another example of why QBO isn't a good solution. Please allow for a decently formatted, black and white pdf invoice, that shows the account transaction history and the current charges on the invoice form.

      E
      Erika_K
      January 15, 2024

      I understand the significance of customizing our invoices, @LOA HOA User. 

       

       In QuickBooks Online (QBO), editing our invoices with a black-and-white format is currently unavailable. However, we can download the transaction and use a PDF reader app to customize it according to our preferences. 

       

      You can also check out this article for additional info: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

       

      Moreover, browse this article to learn about tracking your customer remittances in QBO: Record invoice payments in QuickBooks Online. 

       

      For further concerns about personalizing your sales forms, drop a comment below. Stay safe! 

      L
      LOA HOA User
      February 28, 2024

      Thanks for taking the time to reply, but doing something outside of quickbooks isn't a great solution. Simply need QBO to allow for a black and white formatted invoice that is clear, easy to read, and also meets the needs of those individuals who are visually impaired (no color shading, etc). This isn't a big ask - simply need to do a few things like make white an acceptable background color and that would eliminate the shading issue. Ironically, invoicing is one of the most fundamental functions of any accounting system and should be case tested against scenarios such as visually impaired recipients and USPS mailing best practices. Thank you.

       

      C
      CPLIMAGING
      February 28, 2024

      SO FRUSTRATED!

      My invoices were working just fine and all of a sudden, all of my Gridlines/Boxes that separate information have disappeared! I cannot find anything about this anywhere... I have checked all my settings... please tell me this in not an UPDATE as it looks horrible and messy.

       

        Terms & ConditionsAccessibility statement