Question

Does anyone else hate the new look on the invoices??

Forum|Forum|3 years ago
April 30, 2023
25 replies
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Original commenter did not share additional details

QuickBooks Online

Hi there, @lorrib825. I'm here to provide updates regarding the new invoice look in QuickBooks Online.

The design team has made enhancements to fit customers' mental models using the invoice form,

This new invoice experience is rolled out for some new QBO users only. If that's not the case, you can switch it back to the old layout anytime. Once you've switched to the old/classic experiences on the invoice, we cannot opt back into the new experiences.

If you mean to switch back to the old layout of your invoice, I've got some steps here that you can follow:

Go to +New.
Select Invoice.
At the top right of the form, select Old layout.

Additionally, you can read this resource to personalize and add specific information to your sales forms: Customize invoices, estimates, and sales receipts in QuickBooks Online.

For future reference, here's an article you can visit to help you account for your customer payments: Receive invoice payment.

You can tag me in your reply if you need more help managing your sales transactions and accounts in QBO. It's always my pleasure to back you up. Keep safe, and have a good one.

M

MJ72

I don’t like it either. It doesn’t show that for me when I open a new invoice or estimate.

M

ma2364

The new estimate, invoices was quite a surprise today! We had customized our invoices, and now when choosing view/editing seeing the new look vs our previous customization.

Do we need to customize again using the new update?

Appreciate feedback!

Candice C

Hello, @ma2364.

Thanks for joining in on this thread. I can provide you with details about the new estimates and invoices feature.

Yes, you'll need to customize again using the new update.

You can review this guide below to help you out with the new feature:

See what's new with estimates and invoices in QuickBooks Online

Don't hesitate to ask any more questions if you have them. We're always here to have your back. Take care!

M

ma2364

I's not a convenient time to customize a new layout. If we choose to go back to our old layout, when will we have the option to update?

Thank you!

L

LisaUSVI

yes, I had to switch back to the old version. The new version wasn't even using my customized invoices and sales and even when I went back to edit, it wasn't using my customized invoice. Also, when you save the invoice and want to "receive payment" there isn't a simple button to push.

AND... when I email an invoice that a customer partially paid, the email message shows the total invoice, instead of the balance and customers have been messaging me saying they paid a portion and are scared their payment is lost.

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rthsolutionsinc

Absolutely, it looks like some yahoos made a "pretty" without even going through a workflow. HOW can you take away functionality and call it better. And you DID take away the ability to pay the invoice ON THE INVOICE.

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karwhit

We strongly dislike the new format of invoices and tried to switch to old format we customized but it would generate the same invoice number and keep giving us a duplicate message. We have 4 users creating invoices at the same time and never had an issue before now. I spent 5 hours on the phone and the only solution was to make all users admin which we are not happy about-

J

JamiCrockett

The new layout is terrible. It's very clear what QB is doing- they don't want you mailing invoices, they want you emailing invoices, so that your customers will pay online and QBs gets a cut of the credit card fees. I know this because if whomever it was that designed the new layout had bothered to print out an invoice and attempt to mail it, they would see a multitude of issues:

-The "Customer Display Name" is stamped in large letters at the top of the billing section of the invoice. For us, a lot of the time the 'customer display name' is a sub-job under a parent customer and it's usually a rental address location, an apartment number, or a suite number. In the example below, the 'customer display name', which is an address, is in large letters above the actual 'Bill To' address. Both of these addresses show in the envelope window when trying to mail. Guess who doesn't like multiple addresses on a piece of mail? The Post Office.

-What also shows in the envelope window is the invoice details and the custom fields (technician/job name), because they are crammed over on the left-hand side of the invoice, even though there is plenty of room to move them over to the right side of the page.

-On occasion, we invoice a tenant rather than a landlord. On those occasions, we would just change the 'bill to' address on that particular invoice to go to the tenant. However, on the new layout, the 'Bill To' address is fixed and cannot be changed without going in and editing the customer info. I don't want to change the customer info! I want to send this particular bill to a different address.

-Speaking of paying online... you now have to go in on EVERY invoice and turn off credit card payments. If you don't, when you try to print an invoice, it will have 'Ways to Pay' at the bottom, along with all the credit cards shown. Credit card payments are only for emailed invoices and therefore 'Ways to Pay' should only be on email invoices, NOT printed invoices. This was not an issue with the old layout.

-And while we are talking about the old layout, Yes you can switch back to the old layout apparently, however when doing so, you get a message that basically says 'you might as well use the new layout now because you will be forced to use it in the future.'

J

JamesAndrewM

I hear all your sentiments.

I can also see how convenient it is for you and your business. Currently, this is how the design is configured in QBO. As we value your suggestions, I recommend sending your feedback to our Product Development Team. Here's how to send feedback:

Click the Gear icon in the upper-right corner.
Select Feedback under Profile.
Share your feedback.
Click Next to submit.

Our product engineers will consider your suggestions, and you can always check the status of your request through this link: QuickBooks Online Customer Feedback.

On the other hand, I agree with you about using invoices for all transactions with multiple payment methods.

You can utilize these articles to guide you in the future: Customize invoices, estimates, and sales receipts in QuickBooks Online.

Feel free to post here again if you have further QuickBooks-related concerns. We are available 24/7 to lend a hand with each of your queries. Stay safe!

R

rthsolutionsinc

You don't value our suggestions, all of these were completely ignored as you went ahead anyway. Don't spin it. You've reduced functionality and it appears you don't even know how a workflow is happening. Very sad.

Now let's raise the price again.

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proroof

The new interface on quickbooks online sucks! WTH, looking at customers, invoices, payments, everything is sooo much more complicated looking!!! Who's terrible idea was this!

P

Phil321

I am looking for alternative software now. Tired of the random changes for what looks to me like no reason and obviously no one wanted.

C

clbrown1904

The new look is horrible! This new way to invoice and receive payments is a waste of time with the added steps needed to complete the process!! Sadly, there is not a way to go back to the old layout - more waste of time in having to call to find out how to do so!

P

Poolshark

I can’t even express how frustrating the new layout and invoicing is. If you have a customer with a past due amount, new invoices only show the current month due and so the customer only pays that and ignores their past due amount. Oh, and you CAN go back to the old way, but you have to do it each individual customer instead of a blanket “go back to tree he old way on ALL” option. There’s so many terrible things about quickbooks and I never get any customer support. They know that it’s a pain in the butt to switch over, so they don’t listen to our concerns, but I’ve had it… after 10 years with the company I’m switching at the end of the year.

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smb2020

Hate it with a passion. Totally resent intuit making changes that don’t represent an increase an improvement. I can’t access the history by client or by invoice which the old view allows. Don’t get me started on the so called modern reposts. Worst thing ever. Do they not realize that to fit e is to make more keystrokes is unnecessary and so wrong minded. Wish they would focus on just making the program work. Rather than these totally unhelpful changes. And much less at crunch time at the end if the year. Do they even know who uses this program? Color me furious!

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benson_rob

Truly the worst decision yet. On the 11th all my existing customized templates will apparently cease to exist, with no way to duplicate them in the "New Improved?????" interface.

After 10 years with QBO it looks like they finally gave us a reason to move to a different platform.

Sad that they didn't poll the client base before making such a drastic change.

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