Skip to main content
M
mockdistributors
September 26, 2024
Question

Anyone have a problem with invoice format since the update?

  • September 26, 2024
  • 4 replies
  • 0 views
invoices do not match my format

    4 replies

    R
    RoseJillB
    September 26, 2024

    I can be of assistance in matching your invoice format in QuickBooks Online (QBO), @mockdistributors. 

     

    To ensure we are on the same page in fixing your concern, are you referring to an unmatched invoice template from what you have sent to your clients? Is it different from what you have set as default? If so, I can lay out a reason for this and how QuickBooks works with sales forms.

     

    When using the modern invoice layout, there are alterations we need to consider when setting the default template. In your case, let's ensure your desired format is set as the default in the Custom Form Styles. You can follow the steps below:

     

    1. Go to the Gear icon and select Custom Form Styles.
    2. Locate the template you want to be the default.
    3. Click the dropdown arrow under the Action column.
    4. Select Make default.

     

    After that, let's go to the invoice design section to ensure that your desired format is applied. In the modern invoice layout, the application sets its format to the Modernized template by default.

     

    To prevent us from selecting our preferred template every time we create a transaction, let's remove this as the default, and then QuickBooks will automatically set what you have assigned as default from the form styles selection.

     

    Let's begin by following the steps below:

     

    1. In your invoice transaction, click the Manage button.
    2. Navigate to the Design dropdown, and click the Remove default beside the Modernized template.

     

    QuickBooks will then follow the default settings you have specified under your form styles. Additionally, you can use this resource to record payments from your clients once they have settled their balances: Record invoice payments in QuickBooks Online.

     

    You can always drop by the Community if you have additional questions about managing forms or any QuickBooks transactions. I'm just a few clicks away to help you. Take care!

    M
    mockdistributorsAuthor
    September 27, 2024

    my standard template will not save. I get this message that it is the default but the invoices are not like the template.

     

     

      S
      SJBirch
      October 7, 2024

      I cannot seem to move any invoice line items into my set up bundles since the invoice update. Anyone else having similar issues?

        E
        Ethel_A12
        October 7, 2024

        I'll share information about rearranging the line items of a bundle when creating an invoice in QuickBooks Online (QBO), @SJBirch.

         

        Currently, the arrangement of bundled product and service line items in invoice transactions is determined by how you've sorted them in the Products and Services list. I understand the value of having the flexibility to rearrange them according to your business preferences and project plans.

         

        As a workaround, you can manually delete and re-add the line items in the bundle to arrange them according to your preference when creating invoices.

         

        For future reference, you can read this article to learn how to view your inventory status: Use reports to see your sales and inventory status.

         

        Feel free to return to this thread if you need further assistance with estimates. The community space is always available to address any concerns you may have.

        S
        SJBirch
        October 7, 2024

        This is not my issue. Before the recent change in QBO invoicing structure I was able to add items into my created bundles which are a product and service. This way I could have one line item visible to the customer for all my linked AP transaction which the majority are subcontractors who have worked on the project. I know longer can move these linked items or any other items that are on the invoice. I now  have to manually type in my linked transaction into my bundle line- then delete the original link which auto fills from linked transactions.

          D
          Deanbo
          January 22, 2025

          Yes they have messed up the description box. I can only get half the width of a 8x11 invoice. The other half is for rate qty and amount. I am very pissed off over the changes. I need to write detailed descriptions on the work I perform which I could do before with no issues, but since they changed the format I can no longer write my invoices as I use too. I been through many tutorials online and none of the help fix the problem. I know how to expand the boxes but it’s still is not enough. QUICK BOOKS SUCKS in this area!!!!!!!!!!!!!!!!!!!!!

          I
          Irene R
          January 22, 2025

          I recognize the relevance and efforts you've invested into improving the invoice description boxes in your QuickBooks Online (QBO) to provide detailed information to your customers, Deanbo.

           

          I suggest sharing your Feedback with our Product Engineering team. They will thoroughly evaluate your requests regarding the invoice description boxes and implement necessary software updates to support your business. To submit a feature recommendation, follow the steps below:

           

          1. Go to the Gear icon at the top, then select Feedback under Profile.

          2. Type in your comments or suggestions.

          3. Then click Next to submit Feedback.

           

          To keep track of your feature recommendation, you can visit the QuickBooks Online Feature Requests page.

           

          Once your invoices are sent, you'll start receiving their payments. For more detailed guidelines, refer to this resource: Record invoice payments in QuickBooks Online.

           

          Return to this thread if there's anything else we can assist you with your QBO invoice description boxes. I'll make sure to get back to you as soon as possible.

          K
          kerawill1122
          January 22, 2025

          Hi there,

          It sounds like you’re experiencing issues with the invoice format since the recent update. This can sometimes happen when changes in the system affect how invoices are generated or displayed. A few things to check:

          1. Template Changes: If the update included modifications to the invoice templates, verify that the correct template is still selected in your system settings.

          2. Compatibility Issues: Check if the update might have affected compatibility with any third-party tools or customizations that were previously used to generate the invoices.

          3. System Settings: Review the formatting settings in your invoicing or accounting system. There may be new settings that need to be adjusted post-update.

          4. Error Logs: Look into any error messages or logs generated during the invoicing process to pinpoint where the issue might be coming from.

          If the issue persists, reaching out to your support team or checking with others who’ve experienced the same update could help pinpoint a solution.

          Let me know if you need further assistance!

          Terms & ConditionsAccessibility statement