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June 3, 2024
Question

How to revert back to old invoice layout?

  • June 3, 2024
  • 1 reply
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Original commenter did not share additional details

1 reply

June 3, 2024

We can see the convenience of having the option to go back to the old invoice layout, jimreneejackson.

 

Our developers have made changes to the form's design to enhance the invoicing experience for both new and existing customers. For QuickBooks Online (QBO) Simple Start and Essentials users, the option to switch back to the old invoice layout is unavailable. Same with the QBO Plus and Advanced users, we've also migrated to the new invoice layout which started on May 6th, 2024.

 

The new invoice format may be challenging due to its altered interface positioning and changed appearance compared to the old layout. However, we can customize your invoice template and sales form styles for your business needs. Here's how: 

 

  1. Go to the Gear icon on the top menu.
  2. Select Custom Form Styles.
  3. Click 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. Then, tap Manage.
  6. Under the Design tab, select the invoice template you customized earlier under the Other templates section.
  7. Go to PDF View in the ribbon tabs to download the PDF and review it before you send it.

 

For more details about customizing sales forms, refer to this article: Customize invoices, estimates, and sales receipts in QuickBooks Online. Also, here's a handy resource I attached for you to use as a guide when recording customer payments: Record invoice payments in QuickBooks Online.

 

You're more than welcome to drop by if you have questions about managing your invoices. Do you need to run some reports or would you like to take care of customer payments? Let me know and I'll lend a hand again.

BigRedConsulting
June 3, 2024

RE: Developers have made changes to the form's design to enhance the invoicing experience for both new and existing customers.

 

They failed.