How do I hide Product/Service from our invoices and estimates? Using custom templates is not a solution because once emailed, "review" clicked its the new template.

Hi there, kschondorf. I can show you how to hide your products and services in your invoice and estimates in QuickBooks Online.

You can personalize your sales forms by using our custom template feature. This way, you can remove the products and services from your invoices and estimates.

To ensure that you have used the template, please check if you've selected the template and marked it as default before creating the estimates and invoice.

Here's how to mark it as default:

1. Go to the Gear icon, then select Custom form styles.
2. Click the dropdown arrow under the Action column. 
3. Tick Mark it as default.

Also, when creating an invoice, make sure to select the correct template to avoid using the modern view.

Here's how:

1. Click the +New icon, then select Estimates.
2. Tick Manage. Then, select Design.
3. Choose the custom template you've created.

Furthermore, you can click this article to learn how to record your paid invoice in QBO: Record invoice payments in QuickBooks Online

If you still have concerns about managing your form styles, don't hesitate to comment. I'm always here to help.

Hey there, @kschondorf. Let me join in this conversation and provide you with further info about the new experience in QuickBooks.

Once you send an invoice or estimate to your customers, the system will still show the modern template even if the old template is selected.

I know the importance of having the option to use the old template when sending transactions to your customers. With that, I suggest sending feedback to our developers. Doing this will help them develop the program and most likely include it in future updates.

1. Click the Gear icon at the top and select Feedback.
2. Enter your comments or product suggestions. Then, click Next to submit feedback.

To track your feature requests, please go through our 

Additionally, you can generate sales reports to gain insights into your purchases, sales, and inventory status within QuickBooks.

Feel free to drop a comment below if you have other questions. I'll be right here to help you out. Have a great day!