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RobertMarsh
March 4, 2024
Question

Quick Books Online - Estimate/Invoice Template

  • March 4, 2024
  • 1 reply
  • 0 views

I have designed a custom Invoice and custom estimate form using the custom form styles tab under settings in quickbooks online. I have made both my default. When I go to make a new estimate or new invoice the standard template still shows up. I can not figure out how to send a new invoice or new template using the ones I made and set to be the default. 

1 reply

R
Rasa-LilaM
March 4, 2024

Thank you for turning to the Community about your invoice concern, @Robert11.

 

I understand how crucial it is for your company to utilize the desired template for invoices and estimates. It helps to enhance your business's branding value. Let me lead you in the right direction to achieve your goal.

 

In both the new and old layout, the invoice or estimate you generate will show the original look for each entry. To confirm whether you're using a custom template in the old invoicing experience, simply click the Customize button at the bottom of the Invoice page.

 

For the new invoice layout, click on the Design tile located on the right side of the Invoice page. This will help determine whether you're using the customized sales form. 

 

You'll have to click the Design tile on the right hand of the Invoice page to view the default custom form template you've selected. In addition, let's go to the Custom form styles page and make sure that you set the customized invoice and estimate as the default template. 

 

Here's how:

 

  1. In your company, head to the Gear icon ⚙ in the upper right and choose Custom form styles.
  2. Look for the template from the list and check if you'll see the default beside the sales form.
  3. Otherwise, click the drop-down ▼ in the Action column and choose Make default.

 

Explore this article for further details on setting a default template and customizing the appearance and data on your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online. 

 

If you're referring to something else, it'd be helpful if you could provide a screenshot of the issue. This will give me a clearer picture of the problem.

 

Here are some resources that may assist you moving forward. They offer insights into the new invoicing process, payment handling, and other sales and customer activities. Feel free to click on the links for more details:

 

Stay in touch if you have other invoicing concerns or questions about navigating through QBO. I'll be more than happy to lend a helping hand. Have a good one, @Robert11.

R
RobertMarshAuthor
March 6, 2024

I have done everything you stated. Just to be clear, I have designed a custom template under the custom form styles page, made that my default template for invoices and also made a default template for estimates. When I go to click "new" and choose estimate or invoice these templates are not being used. It reverts back to the standard template. Some of the information on the standard template is similar to the custom one I made but the biggest issue if that the "columns" are not what I made on my custom template. They are the standard templates "columns". I have attached pictures to show you what I mean. I have attached a picture of the custom template, the standard template, a picture showing that I set them as default and a picture showing that I went to the design tab and made sure the "marsh marine transport" template was selected. Thanks for your help. 

 

Disregard I only attached one picture as thats all it would allow. 

C
CamelleT
March 6, 2024

Let's figure out why the custom templates you made don't show up when creating your sales forms, Robert.

 

When choosing a custom template for an invoice or estimate, the design doesn't appear directly in the invoice window. You can only view it after clicking Print and download. Here's how to check it:

 

  1. Go to Sales, then Invoices.
  2. Select an invoice and tap Edit invoice.
  3. Click the Design dropdown arrow.
  4. Check and select the custom template you want to use.
  5. Tap the dropdown arrow beside the Review and send button on the lower right portion. Then, click Print and download.

 

If your custom template is not displaying, we can perform basic troubleshooting to isolate the issue. It will help us determine if it's a browser problem or an accumulated cache. Start by opening a private or incognito window on your QuickBooks Online (QBO) account. Based on your browser type, please refer to the keyboard shortcuts below:

 

  • Google Chrome: Ctrl + Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Microsoft Edge: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

After logging in, open an invoice and click Print and download. If it works, return to your regular browser and clear the cache so we can start with a clean slate. Alternatively, you can utilize different supported browsers.

 

Check out this link for further details on managing custom templates for your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

 

Furthermore, I'll add this article to guide you on how to track invoice payments: Record invoice payments in QuickBooks Online.

 

I'll be around if you require assistance managing or customizing your invoices/estimates in QBO. Just tap reply. Stay safe!

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